Anderson Financial Strategies, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Anderson Financial Strategies, LLC

  • $156 Billion
  • Q2 2025

A detailed history of Anderson Financial Strategies, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Anderson Financial Strategies, LLC holds 38,666 shares of JEPQ stock, worth $2.21 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares
38,666
Previous 38,450 0.56%
Holding current value
$2.21 Million
Previous $1.99 Billion 5.63%
% of portfolio
1.34%
Previous 1.22%

Shares

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

Aug 11, 2025
BUY
$45.88 - $54.4 $9,910 - $11,750
216 Added 0.56%
38,666 $2.1 Billion
Q1 2025

May 28, 2025
BUY
$51.45 - $58.51 $1.98 Million - $2.25 Million
38,446 Added 961150.0%
38,450 $1.99 Billion
Q4 2024

Feb 14, 2025
BUY
$53.94 - $58.15 $215 - $232
4 New
4 $226,000

Others Institutions Holding JEPQ

# of Institutions
884
Shares Held
165M
Call Options Held
1.34M
Put Options Held
671K
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 Anderson Financial Strategies, LLC Portfolio

Follow Anderson Financial Strategies, LLC 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 Anderson Financial Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Anderson Financial Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email