Keystone Wealth Services, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Keystone Wealth Services, LLC

  • $418 Million
  • Q3 2025

A detailed history of Keystone Wealth Services, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 13,272 shares of JEPQ stock, worth $767,387. This represents 0.18% of its overall portfolio holdings.

Number of Shares
13,272
Previous 13,999 5.19%
Holding current value
$767,387
Previous $761,000 0.26%
% of portfolio
0.18%
Previous 0.2%

Shares

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

Oct 22, 2025
SELL
$53.81 - $57.52 $39,119 - $41,817
-727 Reduced 5.19%
13,272 $763,000
Q2 2025

Jul 09, 2025
SELL
$45.88 - $54.4 $378,418 - $448,691
-8,248 Reduced 37.07%
13,999 $761,000
Q1 2025

Apr 17, 2025
BUY
$51.45 - $58.51 $22,535 - $25,627
438 Added 2.01%
22,247 $1.15 Million
Q4 2024

Feb 06, 2025
BUY
$53.94 - $58.15 $172,877 - $186,370
3,205 Added 17.23%
21,809 $1.23 Million
Q3 2024

Oct 15, 2024
BUY
$49.7 - $56.11 $924,618 - $1.04 Million
18,604 New
18,604 $1.02 Million

Others Institutions Holding JEPQ

# of Institutions
919
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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