Ehrlich Financial Group J P Morgan ETF Tr Nasdaq Equit Transaction History

Ehrlich Financial Group

  • $168 Billion
  • Q3 2025

A detailed history of Ehrlich Financial Group transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Ehrlich Financial Group holds 14,159 shares of JEPQ stock, worth $818,673. This represents 0.48% of its overall portfolio holdings.

Number of Shares
14,159
Previous 13,372 5.89%
Holding current value
$818,673
Previous $727 Million 11.96%
% of portfolio
0.48%
Previous 0.47%

Shares

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

Oct 17, 2025
BUY
$53.81 - $57.52 $42,348 - $45,268
787 Added 5.89%
14,159 $814 Million
Q2 2025

Jul 08, 2025
BUY
$45.88 - $54.4 $210,451 - $249,532
4,587 Added 52.21%
13,372 $727 Million
Q1 2025

Apr 11, 2025
BUY
$51.45 - $58.51 $7,151 - $8,132
139 Added 1.61%
8,785 $455 Million
Q4 2024

Jan 13, 2025
BUY
$53.94 - $58.15 $8,144 - $8,780
151 Added 1.78%
8,646 $487 Million
Q3 2024

Oct 07, 2024
BUY
$49.7 - $56.11 $422,201 - $476,654
8,495 New
8,495 $467 Million

Others Institutions Holding JEPQ

# of Institutions
909
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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