Hb Wealth Management, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Hb Wealth Management, LLC

  • $14.5 Billion
  • Q3 2025

A detailed history of Hb Wealth Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Hb Wealth Management, LLC holds 24,735 shares of JEPQ stock, worth $1.43 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
24,735
Previous 22,705 8.94%
Holding current value
$1.43 Million
Previous $1.24 Million 15.14%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 23, 2025
BUY
$53.81 - $57.52 $109,234 - $116,765
2,030 Added 8.94%
24,735 $1.42 Million
Q2 2025

Jul 17, 2025
BUY
$45.88 - $54.4 $187,603 - $222,441
4,089 Added 21.96%
22,705 $1.24 Million
Q1 2025

May 07, 2025
BUY
$51.45 - $58.51 $957,793 - $1.09 Million
18,616 New
18,616 $963,000

Others Institutions Holding JEPQ

# of Institutions
917
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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