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

Diversify Wealth Management, LLC

  • $1.62 Trillion
  • Q2 2025

A detailed history of Diversify Wealth Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 18,393 shares of JEPQ stock, worth $1.05 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
18,393
Previous 15,827 16.21%
Holding current value
$1.05 Million
Previous $812 Million 26.2%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Aug 14, 2025
BUY
$45.88 - $54.4 $117,728 - $139,590
2,566 Added 16.21%
18,393 $1.03 Billion
Q1 2025

Apr 30, 2025
BUY
$51.45 - $58.51 $594,813 - $676,434
11,561 Added 271.0%
15,827 $812 Million
Q4 2024

Jan 16, 2025
BUY
$53.94 - $58.15 $230,108 - $248,067
4,266 New
4,266 $239 Million

Others Institutions Holding JEPQ

# of Institutions
851
Shares Held
251M
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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