A detailed history of Financial Guidance Group, Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Financial Guidance Group, Inc. holds 9,825 shares of JEPQ stock, worth $574,173. This represents 0.3% of its overall portfolio holdings.

Number of Shares
9,825
Previous 4,797 104.82%
Holding current value
$574,173
Previous $260,000 117.31%
% of portfolio
0.3%
Previous 0.15%

Shares

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

Nov 05, 2025

BUY
$53.81 - $57.52 $270,556 - $289,210
5,028 Added 104.82%
9,825 $565,000
Q2 2025

Jul 29, 2025

SELL
$45.88 - $54.4 $25,922 - $30,736
-565 Reduced 10.54%
4,797 $260,000
Q3 2024

Oct 23, 2024

SELL
$49.7 - $56.11 $18,637 - $21,041
-375 Reduced 6.54%
5,362 $294,000
Q2 2024

Jul 25, 2024

BUY
$50.84 - $55.56 $78,802 - $86,118
1,550 Added 37.02%
5,737 $318,000
Q1 2024

May 01, 2024

BUY
$49.02 - $54.29 $205,246 - $227,312
4,187 New
4,187 $227,000

Others Institutions Holding JEPQ

About J P MORGAN ETF TR NASDAQ EQUIT


  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
Track This Portfolio

Track Financial Guidance Group, Inc. Portfolio

Follow Financial Guidance Group, 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 Financial Guidance Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Guidance Group, Inc. with notifications on news.