Generation Capital Management LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Generation Capital Management LLC

  • $138 Billion
  • Q3 2025

A detailed history of Generation Capital Management LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Generation Capital Management LLC holds 42,843 shares of JEPQ stock, worth $2.48 Million. This represents 1.78% of its overall portfolio holdings.

Number of Shares
42,843
Previous 41,274 3.8%
Holding current value
$2.48 Million
Previous $2.25 Billion 9.75%
% of portfolio
1.78%
Previous 1.78%

Shares

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

Nov 07, 2025
BUY
$53.81 - $57.52 $84,427 - $90,248
1,569 Added 3.8%
42,843 $2.46 Billion
Q2 2025

Aug 13, 2025
BUY
$45.88 - $54.4 $1.42 Million - $1.69 Million
31,029 Added 302.87%
41,274 $2.25 Billion
Q4 2024

Feb 13, 2025
BUY
$53.94 - $58.15 $552,615 - $595,746
10,245 New
10,245 $578 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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