Sky Oak Wealth, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Sky Oak Wealth, LLC

  • $525 Million
  • Q3 2025

A detailed history of Sky Oak Wealth, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 3,750 shares of JEPQ stock, worth $216,825. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,750
Previous 3,750 -0.0%
Holding current value
$216,825
Previous $204,000 5.39%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jul 30, 2025
BUY
$45.88 - $54.4 $172,050 - $204,000
3,750 New
3,750 $204,000
Q4 2024

Jan 24, 2025
BUY
$53.94 - $58.15 $202,275 - $218,062
3,750 New
3,750 $211,000

Others Institutions Holding JEPQ

# of Institutions
917
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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