Kovitz Investment Group Partners, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Kovitz Investment Group Partners, LLC

  • $23.6 Billion
  • Q3 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 5,217 shares of JEPQ stock, worth $301,646. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,217
Previous 5,829 10.5%
Holding current value
$301,646
Previous $317,000 5.36%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 10, 2025
SELL
$53.81 - $57.52 $32,931 - $35,202
-612 Reduced 10.5%
5,217 $300,000
Q2 2025

Aug 14, 2025
BUY
$45.88 - $54.4 $267,434 - $317,097
5,829 New
5,829 $317,000

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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