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

Iht Wealth Management, LLC

$3.68 Billion
Q3 2025

A detailed history of Iht Wealth Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Iht Wealth Management, LLC holds 40,509 shares of JEPQ stock, worth $2.34 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

40,509

Previous 30,627 32.27%

Holding current value

$2.34 Million

Previous $1.67 Million 39.86%

% of portfolio

0.06%

Previous 0.05%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$53.81 - $57.52 $531,750 - $568,412	9,882 Added 32.27%	40,509 $2.33 Million
Q2 2025 Aug 14, 2025	BUY	$45.88 - $54.4 $224,903 - $266,668	4,902 Added 19.06%	30,627 $1.67 Million
Q1 2025 May 15, 2025	BUY	$51.45 - $58.51 $273,148 - $310,629	5,309 Added 26.0%	25,725 $1.33 Million
Q4 2024 Feb 14, 2025	SELL	$53.94 - $58.15 $269,268 - $290,284	-4,992 Reduced 19.65%	20,416 $1.15 Million
Q3 2024 Nov 14, 2024	SELL	$49.7 - $56.11 $1.83 Million - $2.07 Million	-36,864 Reduced 59.2%	25,408 $1.4 Million

Q2 2024 Aug 14, 2024	BUY	$50.84 - $55.56 $459,186 - $501,817	9,032 Added 16.96%	62,272 $3.46 Million
Q1 2024 May 15, 2024	BUY	$49.02 - $54.29 $133,677 - $148,048	2,727 Added 5.4%	53,240 $2.89 Million
Q4 2023 Feb 14, 2024	BUY	$45.1 - $50.32 $552,655 - $616,621	12,254 Added 32.03%	50,513 $2.52 Million
Q3 2023 Nov 14, 2023	BUY	$46.47 - $49.43 $555,827 - $591,232	11,961 Added 45.48%	38,259 $1.8 Million
Q2 2023 Aug 14, 2023	BUY	$44.13 - $48.37 $475,147 - $520,799	10,767 Added 69.33%	26,298 $1.27 Million
Q1 2023 May 15, 2023	BUY	$40.25 - $45.09 $625,122 - $700,292	15,531 New	15,531 $700,000

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

Ticker JEPQ
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Iht Wealth Management, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History