Creative One Wealth, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Creative One Wealth, LLC

  • $3.51 Billion
  • Q3 2025

A detailed history of Creative One Wealth, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Creative One Wealth, LLC holds 10,593 shares of JEPQ stock, worth $612,487. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,593
Previous 13,447 21.22%
Holding current value
$612,487
Previous $731,000 16.69%
% of portfolio
0.02%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$53.81 - $57.52 $153,573 - $164,162
-2,854 Reduced 21.22%
10,593 $609,000
Q2 2025

Aug 12, 2025
SELL
$45.88 - $54.4 $385,804 - $457,449
-8,409 Reduced 38.47%
13,447 $731,000
Q1 2025

May 14, 2025
SELL
$51.45 - $58.51 $42,034 - $47,802
-817 Reduced 3.6%
21,856 $1.13 Million
Q4 2024

Feb 13, 2025
BUY
$53.94 - $58.15 $321,913 - $347,039
5,968 Added 35.73%
22,673 $1.28 Million
Q3 2024

Nov 13, 2024
BUY
$49.7 - $56.11 $424,935 - $479,740
8,550 Added 104.84%
16,705 $917,000
Q2 2024

Aug 14, 2024
SELL
$50.84 - $55.56 $184,244 - $201,349
-3,624 Reduced 30.77%
8,155 $453,000
Q1 2024

May 14, 2024
BUY
$49.02 - $54.29 $281,129 - $311,353
5,735 Added 94.89%
11,779 $639,000
Q3 2023

Oct 17, 2023
SELL
$46.47 - $49.43 $417,811 - $444,425
-8,991 Reduced 59.8%
6,044 $284,000
Q2 2023

Aug 16, 2023
BUY
$44.13 - $48.37 $202,644 - $222,115
4,592 Added 43.97%
15,035 $727,000
Q2 2023

Aug 14, 2023
SELL
$44.13 - $48.37 $158,206 - $173,406
-3,585 Reduced 25.56%
10,443 $505,000
Q1 2023

May 15, 2023
BUY
$40.25 - $45.09 $83,076 - $93,065
2,064 Added 17.25%
14,028 $633,000
Q3 2022

Nov 14, 2022
BUY
$41.65 - $49.9 $498,300 - $597,003
11,964 New
11,964 $498,000

Others Institutions Holding JEPQ

# of Institutions
908
Shares Held
178M
Call Options Held
2.02M
Put Options Held
842K
View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

JEPQ Quotes by TradingView
  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
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