Gladstone Institutional Advisory LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Gladstone Institutional Advisory LLC

  • $2.5 Billion
  • Q3 2025

A detailed history of Gladstone Institutional Advisory LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 109,450 shares of JEPQ stock, worth $6.33 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
109,450
Previous 19,525 460.56%
Holding current value
$6.33 Million
Previous $1.01 Million 522.65%
% of portfolio
0.25%
Previous 0.05%

Shares

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

Oct 22, 2025
BUY
$53.81 - $57.52 $4.84 Million - $5.17 Million
89,925 Added 460.56%
109,450 $6.3 Million
Q1 2025

May 15, 2025
BUY
$51.45 - $58.51 $309,471 - $351,937
6,015 Added 44.52%
19,525 $1.01 Million
Q4 2024

Jan 29, 2025
BUY
$53.94 - $58.15 $728,729 - $785,606
13,510 New
13,510 $761,000

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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