Concord Wealth Partners J P Morgan ETF Tr Nasdaq Equit Transaction History

Concord Wealth Partners

  • $673 Million
  • Q2 2025

A detailed history of Concord Wealth Partners transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Concord Wealth Partners holds 20,831 shares of JEPQ stock, worth $1.19 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
20,831
Previous 26,196 20.48%
Holding current value
$1.19 Million
Previous $1.36 Million 16.45%
% of portfolio
0.17%
Previous 0.23%

Shares

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

Jul 25, 2025
SELL
$45.88 - $54.4 $246,146 - $291,856
-5,365 Reduced 20.48%
20,831 $1.13 Million
Q1 2025

May 02, 2025
BUY
$51.45 - $58.51 $29,635 - $33,701
576 Added 2.25%
26,196 $1.36 Million
Q4 2024

Jan 23, 2025
SELL
$53.94 - $58.15 $30,530 - $32,912
-566 Reduced 2.16%
25,620 $1.44 Million
Q3 2024

Oct 24, 2024
SELL
$49.7 - $56.11 $198 - $224
-4 Reduced 0.02%
26,186 $1.44 Million
Q2 2024

Jul 31, 2024
BUY
$50.84 - $55.56 $32,334 - $35,336
636 Added 2.49%
26,190 $1.45 Million
Q1 2024

Apr 30, 2024
BUY
$49.02 - $54.29 $60,980 - $67,536
1,244 Added 5.12%
25,554 $1.39 Million
Q4 2023

Apr 30, 2024
BUY
$45.1 - $50.32 $31,975 - $35,676
709 Added 3.0%
24,310 $1.21 Million
Q4 2023

Feb 05, 2024
BUY
$45.1 - $50.32 $31,975 - $35,676
709 Added 3.0%
24,310 $1.21 Million
Q3 2023

Apr 30, 2024
SELL
$46.47 - $49.43 $32,947 - $35,045
-709 Reduced 2.92%
23,601 $1.11 Million
Q3 2023

Oct 25, 2023
BUY
$46.47 - $49.43 $1.1 Million - $1.17 Million
23,601 New
23,601 $1.11 Million

Others Institutions Holding JEPQ

# of Institutions
867
Shares Held
164M
Call Options Held
1.34M
Put Options Held
666K
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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