Perigon Wealth Management, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Perigon Wealth Management, LLC

  • $4.72 Billion
  • Q3 2025

A detailed history of Perigon Wealth Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 12,315 shares of JEPQ stock, worth $712,053. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,315
Previous 10,796 14.07%
Holding current value
$712,053
Previous $587,000 20.61%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 17, 2025
BUY
$53.81 - $57.52 $81,737 - $87,372
1,519 Added 14.07%
12,315 $708,000
Q2 2025

Jul 15, 2025
SELL
$45.88 - $54.4 $416,865 - $494,278
-9,086 Reduced 45.7%
10,796 $587,000
Q1 2025

Apr 23, 2025
BUY
$51.45 - $58.51 $193,246 - $219,763
3,756 Added 23.29%
19,882 $1.03 Million
Q4 2024

Jan 22, 2025
BUY
$53.94 - $58.15 $62,732 - $67,628
1,163 Added 7.77%
16,126 $909,000
Q3 2024

Oct 16, 2024
SELL
$49.7 - $56.11 $122,311 - $138,086
-2,461 Reduced 14.12%
14,963 $821,000
Q2 2024

Aug 02, 2024
BUY
$50.84 - $55.56 $71,277 - $77,895
1,402 Added 8.75%
17,424 $967,000
Q1 2024

Apr 29, 2024
BUY
$49.02 - $54.29 $122,402 - $135,562
2,497 Added 18.46%
16,022 $869,000
Q4 2023

Jan 29, 2024
BUY
$45.1 - $50.32 $205,791 - $229,610
4,563 Added 50.91%
13,525 $675,000
Q3 2023

Oct 30, 2023
BUY
$46.47 - $49.43 $77,093 - $82,004
1,659 Added 22.72%
8,962 $420,000
Q2 2023

Aug 02, 2023
BUY
$44.13 - $48.37 $17,740 - $19,444
402 Added 5.83%
7,303 $353,000
Q1 2023

May 03, 2023
BUY
$40.25 - $45.09 $277,765 - $311,166
6,901 New
6,901 $311,000

Others Institutions Holding JEPQ

# of Institutions
911
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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