Resources Investment Advisors, Llc. J P Morgan ETF Tr Nasdaq Equit Transaction History

Resources Investment Advisors, Llc.

  • $8.93 Billion
  • Q3 2025

A detailed history of Resources Investment Advisors, Llc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Resources Investment Advisors, Llc. holds 16,740 shares of JEPQ stock, worth $967,906. This represents 0.01% of its overall portfolio holdings.

Number of Shares
16,740
Previous 16,297 2.72%
Holding current value
$967,906
Previous $886,000 8.58%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 10, 2025
BUY
$53.81 - $57.52 $23,837 - $25,481
443 Added 2.72%
16,740 $962,000
Q2 2025

Aug 07, 2025
BUY
$45.88 - $54.4 $166,269 - $197,145
3,624 Added 28.6%
16,297 $886,000
Q1 2025

Apr 28, 2025
SELL
$51.45 - $58.51 $2.56 Million - $2.91 Million
-49,813 Reduced 79.72%
12,673 $656,000
Q4 2024

Feb 13, 2025
BUY
$53.94 - $58.15 $1.78 Million - $1.92 Million
32,979 Added 111.77%
62,486 $3.52 Million
Q3 2024

Nov 06, 2024
SELL
$49.7 - $56.11 $112,172 - $126,640
-2,257 Reduced 7.11%
29,507 $1.62 Million
Q2 2024

Aug 02, 2024
SELL
$50.84 - $55.56 $259,182 - $283,244
-5,098 Reduced 13.83%
31,764 $1.76 Million
Q1 2024

May 10, 2024
SELL
$49.02 - $54.29 $16,666 - $18,458
-340 Reduced 0.91%
36,862 $2 Million
Q4 2023

Feb 13, 2024
BUY
$45.1 - $50.32 $50,286 - $56,106
1,115 Added 3.09%
37,202 $1.86 Million
Q3 2023

Nov 14, 2023
SELL
$46.47 - $49.43 $118,684 - $126,244
-2,554 Reduced 6.61%
36,087 $1.69 Million
Q2 2023

Aug 07, 2023
BUY
$44.13 - $48.37 $815,478 - $893,829
18,479 Added 91.65%
38,641 $1.87 Million
Q1 2023

May 10, 2023
BUY
$40.25 - $45.09 $811,520 - $909,104
20,162 New
20,162 $909,000

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

JEPQ Quotes by TradingView
  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
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