Costello Asset Management, Inc J P Morgan ETF Tr Nasdaq Equit Transaction History

Costello Asset Management, Inc

  • $260 Million
  • Q2 2025

A detailed history of Costello Asset Management, Inc transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Costello Asset Management, Inc holds 5,078 shares of JEPQ stock, worth $290,055. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,078
Previous 5,754 11.75%
Holding current value
$290,055
Previous $297,000 7.07%
% of portfolio
0.11%
Previous 0.12%

Shares

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

Jul 24, 2025
SELL
$45.88 - $54.4 $31,014 - $36,774
-676 Reduced 11.75%
5,078 $276,000
Q1 2025

May 09, 2025
BUY
$51.45 - $58.51 $59,939 - $68,164
1,165 Added 25.39%
5,754 $297,000
Q4 2024

Jan 24, 2025
BUY
$53.94 - $58.15 $59,927 - $64,604
1,111 Added 31.94%
4,589 $258,000
Q3 2024

Nov 01, 2024
BUY
$49.7 - $56.11 $172,856 - $195,150
3,478 New
3,478 $191,000

Others Institutions Holding JEPQ

# of Institutions
884
Shares Held
165M
Call Options Held
1.34M
Put Options Held
671K
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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