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

Axxcess Wealth Management, LLC

  • $4.06 Billion
  • Q2 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 75,404 shares of JEPQ stock, worth $4.31 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
75,404
Previous 62,320 20.99%
Holding current value
$4.31 Million
Previous $3.23 Million 27.12%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Jul 28, 2025
BUY
$45.88 - $54.4 $600,293 - $711,769
13,084 Added 20.99%
75,404 $4.1 Million
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
873
Shares Held
164M
Call Options Held
1.34M
Put Options Held
671K
View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

JEPQ Quotes by TradingView
  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
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