San Luis Wealth Advisors LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

San Luis Wealth Advisors LLC

  • $446 Million
  • Q3 2025

A detailed history of San Luis Wealth Advisors LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 53,349 shares of JEPQ stock, worth $3.08 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
53,349
Previous 50,236 6.2%
Holding current value
$3.08 Million
Previous $2.89 Million 6.2%
% of portfolio
0.69%
Previous 0.75%

Shares

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

Nov 18, 2025
BUY
$53.81 - $57.52 $167,510 - $179,059
3,113 Added 6.2%
53,349 $3.07 Million
Q2 2025

Jul 17, 2025
BUY
$45.88 - $54.4 $139,796 - $165,756
3,047 Added 6.46%
50,236 $2.73 Million
Q1 2025

Apr 18, 2025
BUY
$51.45 - $58.51 $2.43 Million - $2.76 Million
47,189 New
47,189 $2.44 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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