Avidian Wealth Solutions, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Avidian Wealth Solutions, LLC

$2.51 Billion
Q3 2025

A detailed history of Avidian Wealth Solutions, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 43,869 shares of JEPQ stock, worth $2.54 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

43,869

Previous 39,837 10.12%

Holding current value

$2.54 Million

Previous $2.17 Million 16.43%

% of portfolio

0.1%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	BUY	$53.81 - $57.52 $216,961 - $231,920	4,032 Added 10.12%	43,869 $2.52 Million
Q2 2025 Jul 30, 2025	BUY	$45.88 - $54.4 $479,446 - $568,480	10,450 Added 35.56%	39,837 $2.17 Million
Q1 2025 Apr 25, 2025	BUY	$51.45 - $58.51 $489,340 - $556,488	9,511 Added 47.85%	29,387 $1.52 Million
Q4 2024 Jan 29, 2025	BUY	$53.94 - $58.15 $237,336 - $255,860	4,400 Added 28.43%	19,876 $1.12 Million
Q3 2024 Oct 30, 2024	BUY	$49.7 - $56.11 $372,899 - $420,993	7,503 Added 94.11%	15,476 $850,000

Q2 2024 Aug 06, 2024	BUY	$50.84 - $55.56 $405,347 - $442,979	7,973 New	7,973 $442,000
Q1 2023 May 08, 2023	BUY	$40.25 - $45.09 $263,999 - $295,745	6,559 New	6,559 $295,000

Others Institutions Holding JEPQ

# of Institutions

911

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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Industry ETFs

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Avidian Wealth Solutions, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History