Evolution Wealth Management Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History

Evolution Wealth Management Inc.

  • $97.4 Billion
  • Q3 2025

A detailed history of Evolution Wealth Management Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Evolution Wealth Management Inc. holds 93 shares of JEPQ stock, worth $5,377. This represents 0.01% of its overall portfolio holdings.

Number of Shares
93
Previous 221 57.92%
Holding current value
$5,377
Previous $12 Million 55.51%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 23, 2025
SELL
$53.81 - $57.52 $6,887 - $7,362
-128 Reduced 57.92%
93 $5.35 Million
Q2 2025

Aug 29, 2025
BUY
$45.88 - $54.4 $10,139 - $12,022
221 New
221 $12 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
Track This Portfolio

Track Evolution Wealth Management Inc. Portfolio

Follow Evolution Wealth Management Inc. 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 Evolution Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Evolution Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email