Creative One Wealth, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Creative One Wealth, LLC

  • $3.51 Billion
  • Q3 2025

A detailed history of Creative One Wealth, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Creative One Wealth, LLC holds 10,593 shares of JEPQ stock, worth $612,487. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,593
Previous 13,447 21.22%
Holding current value
$612,487
Previous $731,000 16.69%
% of portfolio
0.02%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$53.81 - $57.52 $153,573 - $164,162
-2,854 Reduced 21.22%
10,593 $609,000
Q2 2025

Aug 12, 2025
SELL
$45.88 - $54.4 $385,804 - $457,449
-8,409 Reduced 38.47%
13,447 $731,000
Q1 2025

May 14, 2025
SELL
$51.45 - $58.51 $42,034 - $47,802
-817 Reduced 3.6%
21,856 $1.13 Million
Q4 2024

Feb 13, 2025
BUY
$53.94 - $58.15 $321,913 - $347,039
5,968 Added 35.73%
22,673 $1.28 Million
Q3 2024

Nov 13, 2024
BUY
$49.7 - $56.11 $424,935 - $479,740
8,550 Added 104.84%
16,705 $917,000
Q2 2024

Aug 14, 2024
SELL
$50.84 - $55.56 $184,244 - $201,349
-3,624 Reduced 30.77%
8,155 $453,000
Q1 2024

May 14, 2024
BUY
$49.02 - $54.29 $281,129 - $311,353
5,735 Added 94.89%
11,779 $639,000
Q3 2023

Oct 17, 2023
SELL
$46.47 - $49.43 $417,811 - $444,425
-8,991 Reduced 59.8%
6,044 $284,000
Q2 2023

Aug 16, 2023
BUY
$44.13 - $48.37 $202,644 - $222,115
4,592 Added 43.97%
15,035 $727,000
Q2 2023

Aug 14, 2023
SELL
$44.13 - $48.37 $158,206 - $173,406
-3,585 Reduced 25.56%
10,443 $505,000
Q1 2023

May 15, 2023
BUY
$40.25 - $45.09 $83,076 - $93,065
2,064 Added 17.25%
14,028 $633,000
Q3 2022

Nov 14, 2022
BUY
$41.65 - $49.9 $498,300 - $597,003
11,964 New
11,964 $498,000

About J P MORGAN ETF TR NASDAQ EQUIT

JEPQ Quotes by TradingView
  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
Track This Portfolio

Track Creative One Wealth, LLC Portfolio

Follow Creative One Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative One Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Creative One Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email