Barnes Wealth Management Group, Inc J P Morgan ETF Tr Nasdaq Equit Transaction History

Barnes Wealth Management Group, Inc

  • $182 Billion
  • Q3 2025

A detailed history of Barnes Wealth Management Group, Inc transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Barnes Wealth Management Group, Inc holds 4,218 shares of JEPQ stock, worth $243,884. This represents 0.13% of its overall portfolio holdings.

Number of Shares
4,218
Previous 4,078 3.43%
Holding current value
$243,884
Previous $222 Million 9.37%
% of portfolio
0.13%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$53.81 - $57.52 $7,533 - $8,052
140 Added 3.43%
4,218 $243 Million
Q2 2025

Aug 27, 2025
SELL
$45.88 - $54.4 $688 - $816
-15 Reduced 0.37%
4,078 $222 Million
Q1 2025

May 14, 2025
BUY
$51.45 - $58.51 $210,584 - $239,481
4,093 New
4,093 $212 Million

Others Institutions Holding JEPQ

# of Institutions
907
Shares Held
177M
Call Options Held
2.02M
Put Options Held
842K
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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