Sowell Financial Services LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Sowell Financial Services LLC

$2.56 Billion
Q4 2025

A detailed history of Sowell Financial Services LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Sowell Financial Services LLC holds 25,244 shares of JEPQ stock, worth $1.46 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

25,244

Previous 64,598 60.92%

Holding current value

$1.46 Million

Previous $3.72 Million 60.73%

% of portfolio

0.06%

Previous 0.15%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	SELL	$56.33 - $59.22 $2.22 Million - $2.33 Million	-39,354 Reduced 60.92%	25,244 $1.46 Million
Q3 2025 Oct 17, 2025	BUY	$53.81 - $57.52 $904,707 - $967,083	16,813 Added 35.18%	64,598 $3.72 Million
Q2 2025 Jul 11, 2025	BUY	$45.88 - $54.4 $172,050 - $204,000	3,750 Added 8.52%	47,785 $2.6 Million
Q1 2025 Apr 17, 2025	SELL	$51.45 - $58.51 $54,897 - $62,430	-1,067 Reduced 2.37%	44,035 $2.28 Million
Q4 2024 Feb 07, 2025	BUY	$53.94 - $58.15 $787,254 - $848,699	14,595 Added 47.84%	45,102 $2.54 Million

Q3 2024 Oct 04, 2024	BUY	$49.7 - $56.11 $29,223 - $32,992	588 Added 1.97%	30,507 $1.68 Million
Q2 2024 Aug 13, 2024	BUY	$50.84 - $55.56 $283,026 - $309,302	5,567 Added 22.86%	29,919 $1.66 Million
Q1 2024 May 03, 2024	BUY	$49.02 - $54.29 $483,141 - $535,082	9,856 Added 67.99%	24,352 $1.32 Million
Q4 2023 Jan 24, 2024	BUY	$45.1 - $50.32 $653,769 - $729,438	14,496 New	14,496 $723,000

Others Institutions Holding JEPQ

# of Institutions

919

Shares Held

178M

Call Options Held

2.02M

Put Options Held

842K

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About J P MORGAN ETF TR NASDAQ EQUIT

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Sowell Financial Services LLC J P Morgan ETF Tr Nasdaq Equit Transaction History