Belpointe Asset Management LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Belpointe Asset Management LLC

$2.32 Billion
Q3 2025

A detailed history of Belpointe Asset Management LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Belpointe Asset Management LLC holds 54,369 shares of JEPQ stock, worth $3.14 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

54,369

Previous 98,599 44.86%

Holding current value

$3.14 Million

Previous $5.36 Million 41.69%

% of portfolio

0.13%

Previous 0.25%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	SELL	$53.81 - $57.52 $2.38 Million - $2.54 Million	-44,230 Reduced 44.86%	54,369 $3.13 Million
Q2 2025 Jul 22, 2025	BUY	$45.88 - $54.4 $689,255 - $817,251	15,023 Added 17.98%	98,599 $5.36 Million
Q1 2025 May 20, 2025	BUY	$51.45 - $58.51 $1.72 Million - $1.95 Million	33,391 Added 66.54%	83,576 $4.33 Million
Q4 2024 Feb 13, 2025	SELL	$53.94 - $58.15 $11,327 - $12,211	-210 Reduced 0.42%	50,185 $2.83 Million
Q3 2024 Nov 12, 2024	BUY	$49.7 - $56.11 $77,581 - $87,587	1,561 Added 3.2%	50,395 $2.77 Million

Q2 2024 Aug 02, 2024	BUY	$50.84 - $55.56 $1.23 Million - $1.34 Million	24,100 Added 97.44%	48,834 $2.71 Million
Q1 2024 May 08, 2024	BUY	$49.02 - $54.29 $1.21 Million - $1.34 Million	24,734 New	24,734 $1.34 Million
Q1 2023 May 15, 2023	BUY	$40.25 - $45.09 $25,558 - $28,632	635 Added 846.67%	710 $32,000
Q4 2022 Feb 08, 2023	BUY	$40.31 - $44.62 $3,023 - $3,346	75 New	75 $3,000

Others Institutions Holding JEPQ

# of Institutions

908

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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Belpointe Asset Management LLC J P Morgan ETF Tr Nasdaq Equit Transaction History