A detailed history of Krilogy Financial LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Krilogy Financial LLC holds 86,162 shares of JEPQ stock, worth $4.98 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
86,162
Previous 93,445 7.79%
Holding current value
$4.98 Million
Previous $5.08 Million 2.5%
% of portfolio
0.2%
Previous 0.32%

Shares

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

Nov 06, 2025

SELL
$53.81 - $57.52 $391,898 - $418,918
-7,283 Reduced 7.79%
86,162 $4.96 Million
Q2 2025

Jul 09, 2025

SELL
$45.88 - $54.4 $509,084 - $603,622
-11,096 Reduced 10.61%
93,445 $5.08 Million
Q1 2025

Apr 16, 2025

BUY
$51.45 - $58.51 $72,853 - $82,850
1,416 Added 1.37%
104,541 $5.41 Million
Q4 2024

Jan 15, 2025

BUY
$53.94 - $58.15 $1.36 Million - $1.47 Million
25,196 Added 32.33%
103,125 $5.81 Million
Q3 2024

Oct 15, 2024

BUY
$49.7 - $56.11 $1.86 Million - $2.1 Million
37,463 Added 92.58%
77,929 $4.28 Million
Q2 2024

Jul 22, 2024

BUY
$50.84 - $55.56 $1.39 Million - $1.51 Million
27,257 Added 206.35%
40,466 $2.25 Million
Q1 2024

Apr 24, 2024

BUY
$49.02 - $54.29 $647,505 - $717,116
13,209 New
13,209 $716,000

Others Institutions Holding JEPQ

About J P MORGAN ETF TR NASDAQ EQUIT


  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
Track This Portfolio

Track Krilogy Financial LLC Portfolio

Follow Krilogy Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Krilogy Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Krilogy Financial LLC with notifications on news.