Axxcess Wealth Management, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Axxcess Wealth Management, LLC

$3.59 Billion
Q1 2025

A detailed history of Axxcess Wealth Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 62,320 shares of JEPQ stock, worth $3.28 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

62,320

Previous 63,411 1.72%

Holding current value

$3.28 Million

Previous $3.58 Million 9.76%

% of portfolio

0.09%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$51.45 - $58.51 $56,131 - $63,834	-1,091 Reduced 1.72%	62,320 $3.23 Million
Q4 2024 Feb 10, 2025	BUY	$53.94 - $58.15 $1.02 Million - $1.1 Million	18,917 Added 42.52%	63,411 $3.58 Million
Q3 2024 Nov 04, 2024	SELL	$49.7 - $56.11 $367,531 - $414,933	-7,395 Reduced 14.25%	44,494 $2.44 Million
Q2 2024 Aug 09, 2024	BUY	$50.84 - $55.56 $31,114 - $34,002	612 Added 1.19%	51,889 $2.88 Million
Q1 2024 May 14, 2024	BUY	$49.02 - $54.29 $247,011 - $273,567	5,039 Added 10.9%	51,277 $2.78 Million
Q4 2023 Feb 06, 2024	BUY	$45.1 - $50.32 $1.53 Million - $1.71 Million	33,912 Added 275.13%	46,238 $2.31 Million
Q3 2023 Nov 14, 2023	BUY	$46.47 - $49.43 $572,789 - $609,274	12,326 New	12,326 $578,000

Others Institutions Holding JEPQ

# of Institutions

821

Shares Held

156M

Call Options Held

679K

Put Options Held

672K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

Ticker JEPQ
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Axxcess Wealth Management, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History