Great Valley Advisor Group, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History

Great Valley Advisor Group, Inc.

  • $4.47 Billion
  • Q3 2025

A detailed history of Great Valley Advisor Group, Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 504,133 shares of JEPQ stock, worth $29.1 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
504,133
Previous 488,640 3.17%
Holding current value
$29.1 Million
Previous $26.6 Million 9.09%
% of portfolio
0.65%
Previous 0.65%

Shares

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

Nov 14, 2025
BUY
$53.81 - $57.52 $833,678 - $891,157
15,493 Added 3.17%
504,133 $29 Million
Q2 2025

Aug 14, 2025
BUY
$45.88 - $54.4 $2.96 Million - $3.51 Million
64,492 Added 15.21%
488,640 $26.6 Million
Q1 2025

May 08, 2025
BUY
$51.45 - $58.51 $2.96 Million - $3.36 Million
57,486 Added 15.68%
424,148 $22 Million
Q4 2024

Feb 24, 2025
BUY
$53.94 - $58.15 $10.2 Million - $11 Million
188,891 Added 106.26%
366,662 $20.7 Million
Q3 2024

Nov 12, 2024
BUY
$49.7 - $56.11 $4.8 Million - $5.42 Million
96,651 Added 119.15%
177,771 $9.76 Million
Q2 2024

Jul 16, 2024
BUY
$50.84 - $55.56 $1.86 Million - $2.03 Million
36,546 Added 81.99%
81,120 $4.5 Million
Q1 2024

May 03, 2024
BUY
$49.02 - $54.29 $1.77 Million - $1.96 Million
36,126 Added 427.63%
44,574 $2.42 Million
Q4 2023

Feb 05, 2024
SELL
$45.1 - $50.32 $156,632 - $174,761
-3,473 Reduced 29.13%
8,448 $421,000
Q3 2023

Nov 06, 2023
BUY
$46.47 - $49.43 $303,542 - $322,876
6,532 Added 121.21%
11,921 $559,000
Q2 2023

Aug 10, 2023
BUY
$44.13 - $48.37 $3,618 - $3,966
82 Added 1.55%
5,389 $260,000
Q1 2023

May 02, 2023
BUY
$40.25 - $45.09 $213,606 - $239,292
5,307 New
5,307 $239,000

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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