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

Guided Capital Wealth Management, LLC

  • $117 Billion
  • Q3 2025

A detailed history of Guided Capital Wealth Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Guided Capital Wealth Management, LLC holds 37,680 shares of JEPQ stock, worth $2.15 Million. This represents 1.86% of its overall portfolio holdings.

Number of Shares
37,680
Previous 113,207 66.72%
Holding current value
$2.15 Million
Previous $6.16 Billion 64.81%
% of portfolio
1.86%
Previous 4.74%

Shares

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

Oct 08, 2025
SELL
$53.81 - $57.52 $4.06 Million - $4.34 Million
-75,527 Reduced 66.72%
37,680 $2.17 Billion
Q2 2025

Jul 10, 2025
SELL
$45.88 - $54.4 $33,354 - $39,548
-727 Reduced 0.64%
113,207 $6.16 Billion
Q1 2025

Apr 21, 2025
BUY
$51.45 - $58.51 $454,612 - $516,994
8,836 Added 8.41%
113,934 $5.9 Billion
Q4 2024

Jan 29, 2025
BUY
$53.94 - $58.15 $5.67 Million - $6.11 Million
105,098 New
105,098 $5.93 Billion

Others Institutions Holding JEPQ

# of Institutions
862
Shares Held
163M
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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