Evergreen Wealth Solutions, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Evergreen Wealth Solutions, LLC

$160 Million
Q2 2025

A detailed history of Evergreen Wealth Solutions, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 221,366 shares of JEPQ stock, worth $12.6 Million. This represents 7.51% of its overall portfolio holdings.

Number of Shares

221,366

Previous 225,427 1.8%

Holding current value

$12.6 Million

Previous $11.7 Million 3.17%

% of portfolio

7.51%

Previous 8.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$45.88 - $54.4 $186,318 - $220,918	-4,061 Reduced 1.8%	221,366 $12 Million
Q1 2025 May 14, 2025	SELL	$51.45 - $58.51 $1.32 Million - $1.5 Million	-25,685 Reduced 10.23%	225,427 $11.7 Million
Q4 2024 Feb 14, 2025	BUY	$53.94 - $58.15 $190,731 - $205,618	3,536 Added 1.43%	251,112 $14.2 Million
Q3 2024 Nov 14, 2024	BUY	$49.7 - $56.11 $316,191 - $356,971	6,362 Added 2.64%	247,576 $13.6 Million
Q2 2024 Aug 14, 2024	BUY	$50.84 - $55.56 $378,097 - $413,199	7,437 Added 3.18%	241,214 $13.4 Million
Q1 2024 May 15, 2024	BUY	$49.02 - $54.29 $515,886 - $571,347	10,524 Added 4.71%	233,777 $12.7 Million
Q4 2023 Feb 07, 2024	BUY	$45.1 - $50.32 $575,070 - $641,630	12,751 Added 6.06%	223,253 $11.1 Million
Q3 2023 Nov 13, 2023	BUY	$46.47 - $49.43 $255,073 - $271,321	5,489 Added 2.68%	210,502 $9.88 Million
Q2 2023 Aug 11, 2023	BUY	$44.13 - $48.37 $9.05 Million - $9.92 Million	205,013 New	205,013 $9.92 Million

Others Institutions Holding JEPQ

# of Institutions

862

Shares Held

163M

Call Options Held

1.34M

Put Options Held

666K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

Ticker JEPQ
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Evergreen Wealth Solutions, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History