Lodestar Private Asset Management LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Lodestar Private Asset Management LLC

  • $989 Million
  • Q4 2025

A detailed history of Lodestar Private Asset Management LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Lodestar Private Asset Management LLC holds 4,459 shares of JEPQ stock, worth $257,819. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,459
Previous 4,630 3.69%
Holding current value
$257,819
Previous $266,000 3.38%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 27, 2026
SELL
$56.33 - $59.22 $9,632 - $10,126
-171 Reduced 3.69%
4,459 $257,000
Q3 2024

Oct 25, 2024
BUY
$49.7 - $56.11 $49,700 - $56,110
1,000 Added 27.55%
4,630 $254,000
Q2 2024

Jul 30, 2024
BUY
$50.84 - $55.56 $184,549 - $201,682
3,630 New
3,630 $201,000

Others Institutions Holding JEPQ

# of Institutions
930
Shares Held
179M
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
Track This Portfolio

Track Lodestar Private Asset Management LLC Portfolio

Follow Lodestar Private Asset Management 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 Lodestar Private Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lodestar Private Asset Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email