Legacy Wealth Management, LLC / Ms J P Morgan ETF Tr Nasdaq Equit Transaction History

Legacy Wealth Management, LLC / Ms

  • $375 Billion
  • Q4 2025

A detailed history of Legacy Wealth Management, LLC / Ms transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Legacy Wealth Management, LLC / Ms holds 6,990 shares of JEPQ stock, worth $404,161. This represents 0.11% of its overall portfolio holdings.

Number of Shares
6,990
Previous 6,990 -0.0%
Holding current value
$404,161
Previous $402 Million 1.04%
% of portfolio
0.11%
Previous 0.12%

Shares

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

Oct 23, 2025
BUY
$53.81 - $57.52 $376,131 - $402,064
6,990 New
6,990 $402 Million
Q4 2024

Jan 06, 2025
BUY
$53.94 - $58.15 $433,515 - $467,351
8,037 New
8,037 $453 Million

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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