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

Focused Wealth Management, Inc

  • $820 Million
  • Q2 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 19,418 shares of JEPQ stock, worth $1.07 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
19,418
Previous 12,236 58.7%
Holding current value
$1.07 Million
Previous $633,000 66.82%
% of portfolio
0.13%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
831
Shares Held
241M
Call Options Held
679K
Put Options Held
672K
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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