Focused Wealth Management, Inc J P Morgan ETF Tr Nasdaq Equit Transaction History

Focused Wealth Management, Inc

  • $906 Million
  • Q3 2025

A detailed history of Focused Wealth Management, Inc transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Focused Wealth Management, Inc holds 21,057 shares of JEPQ stock, worth $1.23 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
21,057
Previous 19,418 8.44%
Holding current value
$1.23 Million
Previous $1.06 Million 14.68%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Oct 10, 2025
BUY
$53.81 - $57.52 $88,194 - $94,275
1,639 Added 8.44%
21,057 $1.21 Million
Q2 2025

Jul 15, 2025
BUY
$45.88 - $54.4 $329,510 - $390,700
7,182 Added 58.7%
19,418 $1.06 Million
Q1 2025

May 01, 2025
BUY
$51.45 - $58.51 $50,009 - $56,871
972 Added 8.63%
12,236 $633,000
Q4 2024

Jan 28, 2025
BUY
$53.94 - $58.15 $217,054 - $233,995
4,024 Added 55.58%
11,264 $635,000
Q3 2024

Oct 30, 2024
BUY
$49.7 - $56.11 $359,828 - $406,236
7,240 New
7,240 $397,000
Q4 2023

Jan 10, 2024
BUY
$45.1 - $50.32 $9,065 - $10,114
201 New
201 $10,000

Others Institutions Holding JEPQ

# of Institutions
889
Shares Held
165M
Call Options Held
1.34M
Put Options Held
671K
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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