Marshall & Sterling Wealth Advisors Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $156 Billion
  • Q3 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 22,348 shares of JEPQ stock, worth $1.29 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares
22,348
Previous 29,528 24.32%
Holding current value
$1.29 Million
Previous $1.6 Billion 19.98%
% of portfolio
0.82%
Previous 1.09%

Shares

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

Nov 07, 2025
SELL
$53.81 - $57.52 $386,355 - $412,993
-7,180 Reduced 24.32%
22,348 $1.28 Billion
Q2 2025

Aug 12, 2025
SELL
$45.88 - $54.4 $121,306 - $143,833
-2,644 Reduced 8.22%
29,528 $1.6 Billion
Q1 2025

May 15, 2025
BUY
$51.45 - $58.51 $20,734 - $23,579
403 Added 1.27%
32,172 $1.67 Billion
Q4 2024

Feb 14, 2025
BUY
$53.94 - $58.15 $1.71 Million - $1.85 Million
31,769 New
31,769 $1.79 Billion

Others Institutions Holding JEPQ

# of Institutions
908
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
Track This Portfolio

Track Marshall & Sterling Wealth Advisors Inc. Portfolio

Follow Marshall & Sterling Wealth Advisors Inc. 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 Marshall & Sterling Wealth Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Marshall & Sterling Wealth Advisors Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email