Future Financial Wealth Managment LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Future Financial Wealth Managment LLC

  • $148 Million
  • Q4 2025

A detailed history of Future Financial Wealth Managment LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Future Financial Wealth Managment LLC holds 16,765 shares of JEPQ stock, worth $969,352. This represents 0.66% of its overall portfolio holdings.

Number of Shares
16,765
Previous 16,415 2.13%
Holding current value
$969,352
Previous $944,000 2.65%
% of portfolio
0.66%
Previous 0.6%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 21, 2026
BUY
$56.33 - $59.22 $19,715 - $20,727
350 Added 2.13%
16,765 $969,000
Q3 2025

Oct 15, 2025
BUY
$53.81 - $57.52 $235,472 - $251,707
4,376 Added 36.35%
16,415 $944,000
Q2 2025

Jul 21, 2025
BUY
$45.88 - $54.4 $529,409 - $627,721
11,539 Added 2307.8%
12,039 $654,000
Q1 2025

Apr 09, 2025
BUY
$51.45 - $58.51 $25,725 - $29,255
500 New
500 $25,000

Others Institutions Holding JEPQ

# of Institutions
934
Shares Held
179M
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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