Herold Advisors, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History

Herold Advisors, Inc.

  • $411 Million
  • Q3 2025

A detailed history of Herold Advisors, Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Herold Advisors, Inc. holds 34,363 shares of JEPQ stock, worth $1.99 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
34,363
Previous 33,277 3.26%
Holding current value
$1.99 Million
Previous $1.81 Million 9.17%
% of portfolio
0.48%
Previous 0.4%

Shares

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

Nov 13, 2025
BUY
$53.81 - $57.52 $58,437 - $62,466
1,086 Added 3.26%
34,363 $1.98 Million
Q2 2025

Aug 14, 2025
BUY
$45.88 - $54.4 $228,253 - $270,640
4,975 Added 17.58%
33,277 $1.81 Million
Q1 2025

May 13, 2025
BUY
$51.45 - $58.51 $192,268 - $218,651
3,737 Added 15.21%
28,302 $1.47 Million
Q4 2024

Feb 14, 2025
BUY
$53.94 - $58.15 $116,510 - $125,604
2,160 Added 9.64%
24,565 $1.38 Million
Q3 2024

Nov 14, 2024
BUY
$49.7 - $56.11 $140,352 - $158,454
2,824 Added 14.42%
22,405 $1.23 Million
Q2 2024

Jul 24, 2024
BUY
$50.84 - $55.56 $51,602 - $56,393
1,015 Added 5.47%
19,581 $1.09 Million
Q1 2024

May 10, 2024
BUY
$49.02 - $54.29 $298,139 - $330,191
6,082 Added 48.72%
18,566 $1.01 Million
Q4 2023

Feb 02, 2024
BUY
$45.1 - $50.32 $96,468 - $107,634
2,139 Added 20.68%
12,484 $623,000
Q3 2023

Nov 08, 2023
BUY
$46.47 - $49.43 $480,732 - $511,353
10,345 New
10,345 $485,000

Others Institutions Holding JEPQ

# of Institutions
911
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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