Howard Financial Services, Ltd. J P Morgan ETF Tr Nasdaq Equit Transaction History

Howard Financial Services, Ltd.

  • $830 Million
  • Q4 2025

A detailed history of Howard Financial Services, Ltd. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Howard Financial Services, Ltd. holds 12,393 shares of JEPQ stock, worth $716,563. This represents 0.09% of its overall portfolio holdings.

Number of Shares
12,393
Previous 12,353 0.32%
Holding current value
$716,563
Previous $710,000 0.85%
% of portfolio
0.09%
Previous 0.09%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
BUY
$56.33 - $59.22 $2,253 - $2,368
40 Added 0.32%
12,393 $716,000
Q3 2025

Oct 23, 2025
BUY
$53.81 - $57.52 $2,044 - $2,185
38 Added 0.31%
12,353 $710,000
Q2 2025

Jul 02, 2025
BUY
$45.88 - $54.4 $2,339 - $2,774
51 Added 0.42%
12,315 $669,000
Q1 2025

Apr 07, 2025
SELL
$51.45 - $58.51 $101,047 - $114,913
-1,964 Reduced 13.8%
12,264 $635,000
Q4 2024

Jan 15, 2025
BUY
$53.94 - $58.15 $109,983 - $118,567
2,039 Added 16.73%
14,228 $802,000
Q3 2024

Oct 08, 2024
SELL
$49.7 - $56.11 $47,861 - $54,033
-963 Reduced 7.32%
12,189 $669,000
Q2 2024

Jul 12, 2024
BUY
$50.84 - $55.56 $33,198 - $36,280
653 Added 5.22%
13,152 $729,000
Q1 2024

Apr 16, 2024
SELL
$49.02 - $54.29 $25,588 - $28,339
-522 Reduced 4.01%
12,499 $677,000
Q2 2023

Jul 12, 2023
BUY
$44.13 - $48.37 $147,129 - $161,265
3,334 Added 34.42%
13,021 $629,000
Q1 2023

Apr 05, 2023
SELL
$40.25 - $45.09 $120,750 - $135,270
-3,000 Reduced 23.65%
9,687 $436,000
Q4 2022

Jan 13, 2023
BUY
$40.31 - $44.62 $511,412 - $566,093
12,687 New
12,687 $0

Others Institutions Holding JEPQ

# of Institutions
935
Shares Held
179M
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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