Ergawealth Advisors, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History

Ergawealth Advisors, Inc.

$217 Billion
Q4 2025

A detailed history of Ergawealth Advisors, Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Ergawealth Advisors, Inc. holds 9,846 shares of JEPQ stock, worth $569,295. This represents 0.26% of its overall portfolio holdings.

Number of Shares

9,846

Previous 33,452 70.57%

Holding current value

$569,295

Previous $1.92 Billion 70.26%

% of portfolio

0.26%

Previous 0.9%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 21, 2026	SELL	$56.33 - $59.22 $1.33 Million - $1.4 Million	-23,606 Reduced 70.57%	9,846 $572 Million
Q3 2025 Oct 20, 2025	SELL	$53.81 - $57.52 $3.13 Million - $3.34 Million	-58,078 Reduced 63.45%	33,452 $1.92 Billion
Q2 2025 Jul 22, 2025	BUY	$45.88 - $54.4 $307,854 - $365,024	6,710 Added 7.91%	91,530 $4.98 Billion
Q1 2025 Apr 22, 2025	BUY	$51.45 - $58.51 $626,300 - $712,242	12,173 Added 16.76%	84,820 $4.39 Billion
Q4 2024 Feb 05, 2025	BUY	$53.94 - $58.15 $524,782 - $565,741	9,729 Added 15.46%	72,647 $4.1 Billion

Q3 2024 Oct 23, 2024	BUY	$49.7 - $56.11 $716,326 - $808,713	14,413 Added 29.71%	62,918 $3.46 Billion
Q2 2024 Jul 19, 2024	BUY	$50.84 - $55.56 $2.47 Million - $2.69 Million	48,505 New	48,505 $2.69 Billion

Others Institutions Holding JEPQ

# of Institutions

919

Shares Held

178M

Call Options Held

2.02M

Put Options Held

842K

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About J P MORGAN ETF TR NASDAQ EQUIT

Ticker JEPQ
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Ergawealth Advisors, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History