Apexium Financial, LP J P Morgan ETF Tr Nasdaq Equit Transaction History

Apexium Financial, LP

$1.86 Billion
Q3 2025

A detailed history of Apexium Financial, LP transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Apexium Financial, LP holds 189,285 shares of JEPQ stock, worth $10.9 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

189,285

Previous 174,161 8.68%

Holding current value

$10.9 Million

Previous $9.47 Million 14.91%

% of portfolio

0.59%

Previous 0.56%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 17, 2025	BUY	$53.81 - $57.52 $813,822 - $869,932	15,124 Added 8.68%	189,285 $10.9 Million
Q2 2025 Jul 22, 2025	BUY	$45.88 - $54.4 $2.51 Million - $2.98 Million	54,695 Added 45.78%	174,161 $9.47 Million
Q1 2025 May 14, 2025	BUY	$51.45 - $58.51 $3.24 Million - $3.69 Million	63,009 Added 111.61%	119,466 $6.19 Million
Q4 2024 Jan 22, 2025	BUY	$53.94 - $58.15 $2.34 Million - $2.52 Million	43,340 Added 330.41%	56,457 $3.18 Million
Q3 2024 Oct 15, 2024	BUY	$49.7 - $56.11 $651,914 - $735,994	13,117 New	13,117 $720,000

Others Institutions Holding JEPQ

# of Institutions

916

Shares Held

178M

Call Options Held

2.02M

Put Options Held

842K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

Ticker JEPQ
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Apexium Financial, LP J P Morgan ETF Tr Nasdaq Equit Transaction History