Retirement Guys Formula LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Retirement Guys Formula LLC

  • $270 Million
  • Q3 2025

A detailed history of Retirement Guys Formula LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Retirement Guys Formula LLC holds 56,924 shares of JEPQ stock, worth $3.29 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares
56,924
Previous 53,309 6.78%
Holding current value
$3.29 Million
Previous $2.9 Million 12.9%
% of portfolio
1.21%
Previous 1.15%

Shares

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

Oct 21, 2025
BUY
$53.81 - $57.52 $194,523 - $207,934
3,615 Added 6.78%
56,924 $3.27 Million
Q2 2025

Jul 15, 2025
BUY
$45.88 - $54.4 $362,635 - $429,977
7,904 Added 17.41%
53,309 $2.9 Million
Q1 2025

Apr 23, 2025
BUY
$51.45 - $58.51 $2.34 Million - $2.66 Million
45,405 New
45,405 $2.35 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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