Global Wealth Management Investment Advisory, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History

Global Wealth Management Investment Advisory, Inc.

  • $516 Million
  • Q2 2025

A detailed history of Global Wealth Management Investment Advisory, Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Global Wealth Management Investment Advisory, Inc. holds 12,518 shares of JEPQ stock, worth $715,028. This represents 0.13% of its overall portfolio holdings.

Number of Shares
12,518
Previous 14,090 11.16%
Holding current value
$715,028
Previous $729,000 6.72%
% of portfolio
0.13%
Previous 0.15%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
SELL
$45.88 - $54.4 $72,123 - $85,516
-1,572 Reduced 11.16%
12,518 $680,000
Q1 2025

Apr 29, 2025
BUY
$51.45 - $58.51 $724,930 - $824,405
14,090 New
14,090 $729,000

Others Institutions Holding JEPQ

# of Institutions
873
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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