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

Drive Wealth Management, LLC

  • $436 Million
  • Q3 2025

A detailed history of Drive Wealth Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Drive Wealth Management, LLC holds 15,195 shares of JEPQ stock, worth $878,574. This represents 0.2% of its overall portfolio holdings.

Number of Shares
15,195
Previous 33,256 54.31%
Holding current value
$878,574
Previous $1.81 Million 51.69%
% of portfolio
0.2%
Previous 0.41%

Shares

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

Oct 30, 2025
SELL
$53.81 - $57.52 $971,862 - $1.04 Million
-18,061 Reduced 54.31%
15,195 $874,000
Q2 2025

Jul 29, 2025
BUY
$45.88 - $54.4 $180,767 - $214,336
3,940 Added 13.44%
33,256 $1.81 Million
Q1 2025

May 06, 2025
BUY
$51.45 - $58.51 $199,677 - $227,077
3,881 Added 15.26%
29,316 $1.52 Million
Q4 2024

Jan 21, 2025
BUY
$53.94 - $58.15 $199,470 - $215,038
3,698 Added 17.01%
25,435 $1.43 Million
Q3 2024

Nov 07, 2024
BUY
$49.7 - $56.11 $1.08 Million - $1.22 Million
21,737 New
21,737 $1.19 Million

Others Institutions Holding JEPQ

# of Institutions
908
Shares Held
178M
Call Options Held
2.02M
Put Options Held
842K
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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