Marshall Financial Group LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Marshall Financial Group LLC

  • $458 Million
  • Q3 2025

A detailed history of Marshall Financial Group LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Marshall Financial Group LLC holds 41,599 shares of JEPQ stock, worth $2.41 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
41,599
Previous 314,165 86.76%
Holding current value
$2.41 Million
Previous $17.1 Million 86.0%
% of portfolio
0.52%
Previous 3.57%

Shares

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

Oct 08, 2025
SELL
$53.81 - $57.52 $14.7 Million - $15.7 Million
-272,566 Reduced 86.76%
41,599 $2.39 Million
Q2 2025

Jul 10, 2025
BUY
$45.88 - $54.4 $684,667 - $811,811
14,923 Added 4.99%
314,165 $17.1 Million
Q1 2025

Apr 16, 2025
BUY
$51.45 - $58.51 $99,864 - $113,567
1,941 Added 0.65%
299,242 $15.5 Million
Q4 2024

Jan 21, 2025
BUY
$53.94 - $58.15 $523,919 - $564,810
9,713 Added 3.38%
297,301 $16.8 Million
Q3 2024

Oct 16, 2024
BUY
$49.7 - $56.11 $145,521 - $164,290
2,928 Added 1.03%
287,588 $15.8 Million
Q2 2024

Jul 19, 2024
BUY
$50.84 - $55.56 $1.27 Million - $1.38 Million
24,925 Added 9.6%
284,660 $15.8 Million
Q1 2024

Apr 19, 2024
BUY
$49.02 - $54.29 $6.94 Million - $7.69 Million
141,638 Added 119.93%
259,735 $14.1 Million
Q4 2023

Jan 10, 2024
BUY
$45.1 - $50.32 $5.33 Million - $5.94 Million
118,097 New
118,097 $5.9 Million

Others Institutions Holding JEPQ

# of Institutions
909
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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