Appleton Partners Inc J P Morgan ETF Tr Nasdaq Equit Transaction History

Appleton Partners Inc

  • $1.41 Billion
  • Q2 2025

A detailed history of Appleton Partners Inc transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Appleton Partners Inc holds 6,040 shares of JEPQ stock, worth $345,971. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,040
Previous 4,715 28.1%
Holding current value
$345,971
Previous $244,000 34.84%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jul 22, 2025
BUY
$45.88 - $54.4 $60,791 - $72,080
1,325 Added 28.1%
6,040 $329,000
Q1 2025

Apr 22, 2025
BUY
$51.45 - $58.51 $30,870 - $35,106
600 Added 14.58%
4,715 $244,000
Q4 2024

Jan 28, 2025
BUY
$53.94 - $58.15 $221,963 - $239,287
4,115 New
4,115 $232,000
Q2 2024

Jul 02, 2024
BUY
$50.84 - $55.56 $183,786 - $200,849
3,615 New
3,615 $201,000

Others Institutions Holding JEPQ

# of Institutions
851
Shares Held
251M
Call Options Held
1.34M
Put Options Held
666K
View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

JEPQ Quotes by TradingView
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