Mayflower Financial Advisors, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Mayflower Financial Advisors, LLC

$971 Million
Q4 2025

A detailed history of Mayflower Financial Advisors, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Mayflower Financial Advisors, LLC holds 10,301 shares of JEPQ stock, worth $595,603. This represents 0.06% of its overall portfolio holdings.

Number of Shares

10,301

Previous 11,037 6.67%

Holding current value

$595,603

Previous $634,000 6.15%

% of portfolio

0.06%

Previous 0.06%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 13, 2026	SELL	$56.33 - $59.22 $41,458 - $43,585	-736 Reduced 6.67%	10,301 $595,000
Q3 2025 Oct 17, 2025	BUY	$53.81 - $57.52 $753 - $805	14 Added 0.13%	11,037 $634,000
Q2 2025 Aug 04, 2025	BUY	$45.88 - $54.4 $96,393 - $114,294	2,101 Added 23.55%	11,023 $599,000
Q1 2025 May 02, 2025	BUY	$51.45 - $58.51 $201,375 - $229,008	3,914 Added 78.15%	8,922 $461,000
Q4 2024 Jan 22, 2025	BUY	$53.94 - $58.15 $10,788 - $11,630	200 Added 4.16%	5,008 $282,000

Q1 2024 Apr 29, 2024	BUY	$49.02 - $54.29 $235,688 - $261,026	4,808 New	4,808 $260,000

Others Institutions Holding JEPQ

# of Institutions

923

Shares Held

178M

Call Options Held

2.02M

Put Options Held

842K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

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Mayflower Financial Advisors, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History