Arkadios Wealth Advisors J P Morgan ETF Tr Nasdaq Equit Transaction History

Arkadios Wealth Advisors

$3.16 Billion
Q2 2025

A detailed history of Arkadios Wealth Advisors transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Arkadios Wealth Advisors holds 72,669 shares of JEPQ stock, worth $4.16 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

72,669

Previous 57,283 26.86%

Holding current value

$4.16 Million

Previous $2.97 Million 33.28%

% of portfolio

0.13%

Previous 0.12%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$45.88 - $54.4 $705,909 - $836,998	15,386 Added 26.86%	72,669 $3.95 Million
Q1 2025 May 08, 2025	BUY	$51.45 - $58.51 $416,024 - $473,111	8,086 Added 16.44%	57,283 $2.97 Million
Q4 2024 Jan 15, 2025	BUY	$53.94 - $58.15 $391,874 - $422,459	7,265 Added 17.33%	49,197 $2.77 Million
Q3 2024 Oct 24, 2024	BUY	$49.7 - $56.11 $78,575 - $88,709	1,581 Added 3.92%	41,932 $2.3 Million
Q2 2024 Jul 29, 2024	BUY	$50.84 - $55.56 $1.8 Million - $1.97 Million	35,386 Added 712.71%	40,351 $2.24 Million
Q1 2024 Apr 30, 2024	BUY	$49.02 - $54.29 $243,384 - $269,549	4,965 New	4,965 $269,000

Others Institutions Holding JEPQ

# of Institutions

857

Shares Held

250M

Call Options Held

1.34M

Put Options Held

666K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

Ticker JEPQ
Sector ETFs
Industry ETFs

More about JEPQ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Arkadios Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Arkadios Wealth Advisors with notifications on news.

Account

Arkadios Wealth Advisors J P Morgan ETF Tr Nasdaq Equit Transaction History