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

Western Wealth Management, LLC

  • $1.8 Billion
  • Q3 2025

A detailed history of Western Wealth Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Western Wealth Management, LLC holds 21,638 shares of JEPQ stock, worth $1.25 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
21,638
Previous 16,354 32.31%
Holding current value
$1.25 Million
Previous $889,000 39.93%
% of portfolio
0.07%
Previous 0.05%

Shares

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

Nov 05, 2025
BUY
$53.81 - $57.52 $284,332 - $303,935
5,284 Added 32.31%
21,638 $1.24 Million
Q2 2025

Aug 08, 2025
SELL
$45.88 - $54.4 $149,844 - $177,670
-3,266 Reduced 16.65%
16,354 $889,000
Q1 2025

Apr 23, 2025
SELL
$51.45 - $58.51 $10,392 - $11,819
-202 Reduced 1.02%
19,620 $1.02 Million
Q4 2024

Apr 15, 2025
BUY
$53.94 - $58.15 $384,538 - $414,551
7,129 Added 56.16%
19,822 $1.12 Million
Q4 2024

Feb 18, 2025
SELL
$53.94 - $58.15 $648,035 - $698,614
-12,014 Reduced 48.63%
12,693 $715,000
Q3 2024

Nov 12, 2024
BUY
$49.7 - $56.11 $512,953 - $579,111
10,321 Added 71.74%
24,707 $1.36 Million
Q2 2024

Jul 19, 2024
BUY
$50.84 - $55.56 $96,240 - $105,175
1,893 Added 15.15%
14,386 $798,000
Q1 2024

May 02, 2024
BUY
$49.02 - $54.29 $265,149 - $293,654
5,409 Added 76.36%
12,493 $677,000
Q4 2023

Jan 31, 2024
BUY
$45.1 - $50.32 $2,706 - $3,019
60 Added 0.85%
7,084 $353,000
Q3 2023

Nov 07, 2023
BUY
$46.47 - $49.43 $86,805 - $92,335
1,868 Added 36.23%
7,024 $329,000
Q2 2023

Aug 30, 2023
BUY
$44.13 - $48.37 $227,534 - $249,395
5,156 New
5,156 $249,000

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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