Visionary Wealth Advisors J P Morgan ETF Tr Nasdaq Equit Transaction History

Visionary Wealth Advisors

$1.96 Billion
Q3 2025

A detailed history of Visionary Wealth Advisors transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Visionary Wealth Advisors holds 75,918 shares of JEPQ stock, worth $4.39 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

75,918

Previous 84,685 10.35%

Holding current value

$4.39 Million

Previous $4.61 Million 5.21%

% of portfolio

0.22%

Previous 0.25%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$53.81 - $57.52 $471,752 - $504,277	-8,767 Reduced 10.35%	75,918 $4.37 Million
Q2 2025 Aug 13, 2025	SELL	$45.88 - $54.4 $713,158 - $845,593	-15,544 Reduced 15.51%	84,685 $4.61 Million
Q1 2025 May 14, 2025	BUY	$51.45 - $58.51 $1.59 Million - $1.8 Million	30,844 Added 44.45%	100,229 $5.19 Million
Q4 2024 Feb 13, 2025	SELL	$53.94 - $58.15 $287,392 - $309,823	-5,328 Reduced 7.13%	69,385 $3.91 Million
Q3 2024 Nov 12, 2024	BUY	$49.7 - $56.11 $1.71 Million - $1.93 Million	34,426 Added 85.45%	74,713 $4.1 Million

Q2 2024 Aug 13, 2024	BUY	$50.84 - $55.56 $2.05 Million - $2.24 Million	40,287 New	40,287 $2.24 Million

Others Institutions Holding JEPQ

# of Institutions

910

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
Sector ETFs
Industry ETFs

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Visionary Wealth Advisors J P Morgan ETF Tr Nasdaq Equit Transaction History