Forum Financial Management, LP J P Morgan ETF Tr Nasdaq Equit Transaction History

Forum Financial Management, LP

  • $6.44 Billion
  • Q3 2025

A detailed history of Forum Financial Management, LP transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Forum Financial Management, LP holds 4,017 shares of JEPQ stock, worth $229,451. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,017
Previous 4,680 14.17%
Holding current value
$229,451
Previous $254,000 9.06%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 24, 2025
SELL
$53.81 - $57.52 $35,676 - $38,135
-663 Reduced 14.17%
4,017 $231,000
Q2 2025

Jul 30, 2025
BUY
$45.88 - $54.4 $9,588 - $11,369
209 Added 4.67%
4,680 $254,000
Q1 2025

May 02, 2025
BUY
$51.45 - $58.51 $23,358 - $26,563
454 Added 11.3%
4,471 $231,000
Q3 2024

Oct 29, 2024
BUY
$49.7 - $56.11 $199,644 - $225,393
4,017 New
4,017 $220,000

Others Institutions Holding JEPQ

# of Institutions
879
Shares Held
164M
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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