4 Wealth Advisors, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History

4 Wealth Advisors, Inc.

$112 Billion
Q3 2025

A detailed history of 4 Wealth Advisors, Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, 4 Wealth Advisors, Inc. holds 53,044 shares of JEPQ stock, worth $3.1 Million. This represents 2.73% of its overall portfolio holdings.

Number of Shares

53,044

Previous 47,863 10.82%

Holding current value

$3.1 Million

Previous $2.6 Billion 17.18%

% of portfolio

2.73%

Previous 2.64%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$53.81 - $57.52 $278,789 - $298,011	5,181 Added 10.82%	53,044 $3.05 Billion
Q2 2025 Aug 04, 2025	BUY	$45.88 - $54.4 $18,352 - $21,760	400 Added 0.84%	47,863 $2.6 Billion
Q1 2025 May 05, 2025	BUY	$51.45 - $58.51 $179,920 - $204,609	3,497 Added 7.95%	47,463 $2.46 Billion
Q4 2024 Feb 14, 2025	BUY	$53.94 - $58.15 $2.37 Million - $2.56 Million	43,966 New	43,966 $2.48 Billion

Others Institutions Holding JEPQ

# of Institutions

888

Shares Held

165M

Call Options Held

1.34M

Put Options Held

671K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

Ticker JEPQ
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Industry ETFs

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4 Wealth Advisors, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History