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

Tcfg Wealth Management, LLC

  • $221 Billion
  • Q2 2025

A detailed history of Tcfg Wealth Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Tcfg Wealth Management, LLC holds 16,100 shares of JEPQ stock, worth $928,326. This represents 0.4% of its overall portfolio holdings.

Number of Shares
16,100
Holding current value
$928,326
% of portfolio
0.4%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$45.88 - $54.4 $738,668 - $875,840
16,100 New
16,100 $876 Million
Q4 2024

Jan 30, 2025
BUY
$53.94 - $58.15 $707,962 - $763,218
13,125 Added 25.89%
63,816 $3.6 Billion
Q3 2024

Oct 15, 2024
BUY
$49.7 - $56.11 $2.52 Million - $2.84 Million
50,691 New
50,691 $2.78 Billion

Others Institutions Holding JEPQ

# of Institutions
853
Shares Held
250M
Call Options Held
1.34M
Put Options Held
666K
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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