Fsc Wealth Advisors, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Fsc Wealth Advisors, LLC

  • $171 Million
  • Q3 2025

A detailed history of Fsc Wealth Advisors, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Fsc Wealth Advisors, LLC holds 5,613 shares of JEPQ stock, worth $324,543. This represents 0.19% of its overall portfolio holdings.

Number of Shares
5,613
Previous 4,870 15.26%
Holding current value
$324,543
Previous $264,000 21.97%
% of portfolio
0.19%
Previous 0.17%

Shares

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

Oct 17, 2025
BUY
$53.81 - $57.52 $39,980 - $42,737
743 Added 15.26%
5,613 $322,000
Q2 2025

Aug 11, 2025
SELL
$45.88 - $54.4 $4,358 - $5,168
-95 Reduced 1.91%
4,870 $264,000
Q1 2025

Apr 22, 2025
SELL
$51.45 - $58.51 $21,300 - $24,223
-414 Reduced 7.7%
4,965 $257,000
Q4 2024

Jan 22, 2025
BUY
$53.94 - $58.15 $16,721 - $18,026
310 Added 6.12%
5,379 $303,000
Q3 2024

Oct 21, 2024
BUY
$49.7 - $56.11 $12,872 - $14,532
259 Added 5.38%
5,069 $278,000
Q2 2024

Jul 17, 2024
BUY
$50.84 - $55.56 $6,812 - $7,445
134 Added 2.87%
4,810 $266,000
Q1 2024

Apr 16, 2024
BUY
$49.02 - $54.29 $87,451 - $96,853
1,784 Added 61.69%
4,676 $253,000
Q4 2023

Jan 16, 2024
BUY
$45.1 - $50.32 $46,588 - $51,980
1,033 Added 55.57%
2,892 $144,000
Q3 2023

Oct 23, 2023
BUY
$46.47 - $49.43 $5,483 - $5,832
118 Added 6.78%
1,859 $87,000
Q2 2023

Jul 18, 2023
BUY
$44.13 - $48.37 $19,946 - $21,863
452 Added 35.07%
1,741 $84,000
Q1 2023

Apr 18, 2023
BUY
$40.25 - $45.09 $51,882 - $58,121
1,289 New
1,289 $58,000

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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