Etesian Wealth Advisors, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History

Etesian Wealth Advisors, Inc.

$303 Billion
Q3 2025

A detailed history of Etesian Wealth Advisors, Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Etesian Wealth Advisors, Inc. holds 23,979 shares of JEPQ stock, worth $1.37 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

23,979

Previous 24,164 0.77%

Holding current value

$1.37 Million

Previous $1.31 Billion 4.93%

% of portfolio

0.46%

Previous 0.49%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$53.81 - $57.52 $9,954 - $10,641	-185 Reduced 0.77%	23,979 $1.38 Billion
Q2 2025 Jul 24, 2025	BUY	$45.88 - $54.4 $314,690 - $373,129	6,859 Added 39.64%	24,164 $1.31 Billion
Q1 2025 Apr 24, 2025	BUY	$51.45 - $58.51 $98,320 - $111,812	1,911 Added 12.41%	17,305 $896 Million
Q4 2024 Jan 27, 2025	BUY	$53.94 - $58.15 $64,512 - $69,547	1,196 Added 8.42%	15,394 $868 Million
Q3 2024 Oct 18, 2024	BUY	$49.7 - $56.11 $168,930 - $190,717	3,399 Added 31.48%	14,198 $780 Million
Q2 2024 Jul 25, 2024	BUY	$50.84 - $55.56 $137,522 - $150,289	2,705 Added 33.42%	10,799 $599 Million
Q1 2024 Apr 12, 2024	BUY	$49.02 - $54.29 $162,305 - $179,754	3,311 Added 69.22%	8,094 $439 Million
Q4 2023 Jan 12, 2024	BUY	$45.1 - $50.32 $215,713 - $240,680	4,783 New	4,783 $239 Million

Others Institutions Holding JEPQ

# of Institutions

879

Shares Held

164M

Call Options Held

1.34M

Put Options Held

671K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

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Etesian Wealth Advisors, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History