Ulland Investment Advisors, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Ulland Investment Advisors, LLC

  • $125 Million
  • Q4 2025

A detailed history of Ulland Investment Advisors, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Ulland Investment Advisors, LLC holds 86,409 shares of JEPQ stock, worth $5 Million. This represents 4.02% of its overall portfolio holdings.

Number of Shares
86,409
Previous 87,738 1.51%
Holding current value
$5 Million
Previous $5.05 Million 0.5%
% of portfolio
4.02%
Previous 3.8%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
SELL
$56.33 - $59.22 $74,862 - $78,703
-1,329 Reduced 1.51%
86,409 $5.02 Million
Q3 2025

Nov 13, 2025
SELL
$53.81 - $57.52 $195,545 - $209,027
-3,634 Reduced 3.98%
87,738 $5.05 Million
Q2 2025

Jul 24, 2025
BUY
$45.88 - $54.4 $692,283 - $820,841
15,089 Added 19.78%
91,372 $4.97 Million
Q1 2025

Apr 15, 2025
BUY
$51.45 - $58.51 $3.86 Million - $4.39 Million
75,077 Added 6225.29%
76,283 $3.95 Million
Q4 2024

Jan 16, 2025
BUY
$53.94 - $58.15 $65,051 - $70,128
1,206 New
1,206 $68,000

Others Institutions Holding JEPQ

# of Institutions
934
Shares Held
179M
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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