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

Cherry Tree Wealth Management, LLC

$456 Billion
Q3 2025

A detailed history of Cherry Tree Wealth Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 18,068 shares of JEPQ stock, worth $1.04 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

18,068

Previous 17,784 1.6%

Holding current value

$1.04 Million

Previous $967 Million 7.43%

% of portfolio

0.23%

Previous 0.22%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 24, 2025	BUY	$53.81 - $57.52 $15,282 - $16,335	284 Added 1.6%	18,068 $1.04 Billion
Q2 2025 Aug 05, 2025	BUY	$45.88 - $54.4 $10,827 - $12,838	236 Added 1.34%	17,784 $967 Million
Q1 2025 Apr 21, 2025	BUY	$51.45 - $58.51 $594,916 - $676,551	11,563 Added 193.2%	17,548 $909 Million
Q4 2024 Feb 04, 2025	SELL	$53.94 - $58.15 $6,203 - $6,687	-115 Reduced 1.89%	5,985 $337 Million
Q3 2024 Nov 12, 2024	BUY	$49.7 - $56.11 $9,045 - $10,212	182 Added 3.08%	6,100 $335 Million

Q2 2024 Aug 06, 2024	BUY	$50.84 - $55.56 $93,443 - $102,119	1,838 Added 45.05%	5,918 $328 Million
Q4 2023 Feb 06, 2024	BUY	$45.1 - $50.32 $23,767 - $26,518	527 Added 14.83%	4,080 $204 Million
Q3 2023 Nov 14, 2023	BUY	$46.47 - $49.43 $66,452 - $70,684	1,430 Added 67.36%	3,553 $167 Million
Q2 2023 Aug 09, 2023	BUY	$44.13 - $48.37 $93,687 - $102,689	2,123 New	2,123 $103 Million

Others Institutions Holding JEPQ

# of Institutions

911

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