Shepherd Financial Partners LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Shepherd Financial Partners LLC

  • $976 Million
  • Q3 2025

A detailed history of Shepherd Financial Partners LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 9,817 shares of JEPQ stock, worth $567,618. This represents 0.06% of its overall portfolio holdings.

Number of Shares
9,817
Previous 9,817 -0.0%
Holding current value
$567,618
Previous $534,000 5.62%
% of portfolio
0.06%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$45.88 - $54.4 $18,352 - $21,760
400 Added 4.25%
9,817 $534,000
Q3 2024

Oct 28, 2024
BUY
$49.7 - $56.11 $65,604 - $74,065
1,320 Added 16.3%
9,417 $517,000
Q4 2023

Feb 12, 2024
BUY
$45.1 - $50.32 $365,174 - $407,441
8,097 New
8,097 $404,000

Others Institutions Holding JEPQ

# of Institutions
919
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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