Ehrlich Financial Group J P Morgan ETF Tr Nasdaq Equit Transaction History

Ehrlich Financial Group

  • $154 Billion
  • Q2 2025

A detailed history of Ehrlich Financial Group transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Ehrlich Financial Group holds 13,372 shares of JEPQ stock, worth $739,739. This represents 0.47% of its overall portfolio holdings.

Number of Shares
13,372
Previous 8,785 52.21%
Holding current value
$739,739
Previous $455 Million 59.92%
% of portfolio
0.47%
Previous 0.33%

Shares

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

Jul 08, 2025
BUY
$45.88 - $54.4 $210,451 - $249,532
4,587 Added 52.21%
13,372 $727 Million
Q1 2025

Apr 11, 2025
BUY
$51.45 - $58.51 $7,151 - $8,132
139 Added 1.61%
8,785 $455 Million
Q4 2024

Jan 13, 2025
BUY
$53.94 - $58.15 $8,144 - $8,780
151 Added 1.78%
8,646 $487 Million
Q3 2024

Oct 07, 2024
BUY
$49.7 - $56.11 $422,201 - $476,654
8,495 New
8,495 $467 Million

Others Institutions Holding JEPQ

# of Institutions
831
Shares Held
241M
Call Options Held
679K
Put Options Held
672K
View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

JEPQ Quotes by TradingView
  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
Track This Portfolio

Track Ehrlich Financial Group Portfolio

Follow Ehrlich Financial Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ehrlich Financial Group, based on Form 13F filings with the SEC.

News

Stay updated on Ehrlich Financial Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email