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

Belpointe Asset Management LLC

$2.14 Billion
Q2 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 98,599 shares of JEPQ stock, worth $5.63 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

98,599

Previous 83,576 17.98%

Holding current value

$5.63 Million

Previous $4.33 Million 23.94%

% of portfolio

0.25%

Previous 0.26%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

860

Shares Held

164M

Call Options Held

1.34M

Put Options Held

666K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

Ticker JEPQ
Sector ETFs
Industry ETFs

More about JEPQ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Belpointe Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Belpointe Asset Management LLC with notifications on news.

Account

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