Vsm Wealth Advisory, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Vsm Wealth Advisory, LLC

  • $322 Billion
  • Q3 2025

A detailed history of Vsm Wealth Advisory, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 2,415 shares of JEPQ stock, worth $139,635. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,415
Previous 2,043 18.21%
Holding current value
$139,635
Previous $111 Million 24.99%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 12, 2025
BUY
$53.81 - $57.52 $20,017 - $21,397
372 Added 18.21%
2,415 $139 Million
Q2 2025

Aug 11, 2025
BUY
$45.88 - $54.4 $7,983 - $9,465
174 Added 9.31%
2,043 $111 Million
Q1 2025

May 05, 2025
BUY
$51.45 - $58.51 $1,955 - $2,223
38 Added 2.08%
1,869 $96.8 Million
Q4 2024

Feb 10, 2025
BUY
$53.94 - $58.15 $98,764 - $106,472
1,831 New
1,831 $103 Million

Others Institutions Holding JEPQ

# of Institutions
909
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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