Summit Trail Advisors, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Summit Trail Advisors, LLC

  • $7.06 Billion
  • Q3 2025

A detailed history of Summit Trail Advisors, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 6,111 shares of JEPQ stock, worth $353,338. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,111
Previous 6,096 0.25%
Holding current value
$353,338
Previous $331,000 6.04%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Nov 14, 2025
BUY
$53.81 - $57.52 $807 - $862
15 Added 0.25%
6,111 $351,000
Q2 2025

Aug 14, 2025
BUY
$45.88 - $54.4 $917 - $1,088
20 Added 0.33%
6,096 $331,000
Q1 2025

Apr 28, 2025
BUY
$51.45 - $58.51 $52,170 - $59,329
1,014 Added 20.03%
6,076 $314,000
Q4 2024

Jan 29, 2025
BUY
$53.94 - $58.15 $27,833 - $30,005
516 Added 11.35%
5,062 $285,000
Q3 2024

Nov 12, 2024
BUY
$49.7 - $56.11 $22,862 - $25,810
460 Added 11.26%
4,546 $249,000
Q2 2024

Aug 13, 2024
BUY
$50.84 - $55.56 $207,732 - $227,018
4,086 New
4,086 $226,000

Others Institutions Holding JEPQ

# of Institutions
916
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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