Slate Stone Wealth, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Slate Stone Wealth, LLC

$1.16 Billion
Q3 2025

A detailed history of Slate Stone Wealth, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Slate Stone Wealth, LLC holds 68,817 shares of JEPQ stock, worth $3.98 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

68,817

Previous 66,490 3.5%

Holding current value

$3.98 Million

Previous $3.62 Million 9.43%

% of portfolio

0.34%

Previous 0.34%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$53.81 - $57.52 $125,215 - $133,849	2,327 Added 3.5%	68,817 $3.96 Million
Q2 2025 Aug 12, 2025	BUY	$45.88 - $54.4 $9,130 - $10,825	199 Added 0.3%	66,490 $3.62 Million
Q1 2025 May 08, 2025	SELL	$51.45 - $58.51 $320,533 - $364,517	-6,230 Reduced 8.59%	66,291 $3.43 Million
Q4 2024 Feb 10, 2025	BUY	$53.94 - $58.15 $165,110 - $177,997	3,061 Added 4.41%	72,521 $4.09 Million
Q3 2024 Nov 07, 2024	BUY	$49.7 - $56.11 $803,002 - $906,569	16,157 Added 30.31%	69,460 $3.82 Million

Q2 2024 Jul 25, 2024	BUY	$50.84 - $55.56 $2,542 - $2,778	50 Added 0.09%	53,303 $2.96 Million
Q1 2024 Apr 26, 2024	BUY	$49.02 - $54.29 $2,156 - $2,388	44 Added 0.08%	53,253 $2.89 Million
Q4 2023 Feb 01, 2024	BUY	$45.1 - $50.32 $2.4 Million - $2.68 Million	53,209 New	53,209 $2.66 Million

Others Institutions Holding JEPQ

# of Institutions

908

Shares Held

178M

Call Options Held

2.02M

Put Options Held

842K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

Ticker JEPQ
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Industry ETFs

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Slate Stone Wealth, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History