Johnson & White Wealth Management, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Johnson & White Wealth Management, LLC

  • $204 Million
  • Q3 2025

A detailed history of Johnson & White Wealth Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Johnson & White Wealth Management, LLC holds 16,444 shares of JEPQ stock, worth $950,792. This represents 0.46% of its overall portfolio holdings.

Number of Shares
16,444
Previous 16,578 0.81%
Holding current value
$950,792
Previous $902,000 4.77%
% of portfolio
0.46%
Previous 0.45%

Shares

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

Oct 15, 2025
SELL
$53.81 - $57.52 $7,210 - $7,707
-134 Reduced 0.81%
16,444 $945,000
Q2 2025

Jul 17, 2025
BUY
$45.88 - $54.4 $5,230 - $6,201
114 Added 0.69%
16,578 $902,000
Q1 2025

Apr 10, 2025
BUY
$51.45 - $58.51 $475,861 - $541,158
9,249 Added 128.19%
16,464 $853,000
Q4 2024

Jan 13, 2025
BUY
$53.94 - $58.15 $98,925 - $106,647
1,834 Added 34.08%
7,215 $406,000
Q3 2024

Oct 03, 2024
SELL
$49.7 - $56.11 $546 - $617
-11 Reduced 0.2%
5,381 $296,000
Q2 2024

Jul 19, 2024
BUY
$50.84 - $55.56 $274,129 - $299,579
5,392 New
5,392 $299,000

Others Institutions Holding JEPQ

# of Institutions
916
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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