Wealth Management Partners, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Wealth Management Partners, LLC

$291 Million
Q4 2025

A detailed history of Wealth Management Partners, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Wealth Management Partners, LLC holds 18,021 shares of JEPQ stock, worth $1.04 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

18,021

Previous 18,308 1.57%

Holding current value

$1.04 Million

Previous $1.05 Million 1.14%

% of portfolio

0.36%

Previous 0.38%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	SELL	$56.33 - $59.22 $16,166 - $16,996	-287 Reduced 1.57%	18,021 $1.04 Million
Q3 2025 Oct 21, 2025	BUY	$53.81 - $57.52 $186,613 - $199,479	3,468 Added 23.37%	18,308 $1.05 Million
Q2 2025 Jul 11, 2025	BUY	$45.88 - $54.4 $482,611 - $572,233	10,519 Added 243.44%	14,840 $807,000
Q1 2025 Apr 10, 2025	BUY	$51.45 - $58.51 $222,315 - $252,821	4,321 New	4,321 $223,000
Q2 2024 Jul 12, 2024	BUY	$50.84 - $55.56 $203 - $222	4 Added 0.1%	3,955 $219,000

Q1 2024 Apr 12, 2024	BUY	$49.02 - $54.29 $193,678 - $214,499	3,951 New	3,951 $214,000

Others Institutions Holding JEPQ

# of Institutions

918

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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Wealth Management Partners, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History