Global Wealth Strategies & Associates J P Morgan ETF Tr Nasdaq Equit Transaction History

Global Wealth Strategies & Associates

$401 Billion
Q4 2025

A detailed history of Global Wealth Strategies & Associates transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Global Wealth Strategies & Associates holds 10,055 shares of JEPQ stock, worth $581,380. This represents 0.15% of its overall portfolio holdings.

Number of Shares

10,055

Previous 12,671 20.65%

Holding current value

$581,380

Previous $729 Million 19.82%

% of portfolio

0.15%

Previous 0.19%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 02, 2026	SELL	$56.33 - $59.22 $147,359 - $154,919	-2,616 Reduced 20.65%	10,055 $584 Million
Q3 2025 Oct 02, 2025	SELL	$53.81 - $57.52 $41,756 - $44,635	-776 Reduced 5.77%	12,671 $729 Million
Q2 2025 Jul 07, 2025	SELL	$45.88 - $54.4 $53,633 - $63,593	-1,169 Reduced 8.0%	13,447 $732 Million
Q1 2025 Apr 02, 2025	BUY	$51.45 - $58.51 $31,075 - $35,340	604 Added 4.31%	14,616 $757 Million
Q4 2024 Jan 02, 2025	BUY	$53.94 - $58.15 $715,352 - $771,185	13,262 Added 1768.27%	14,012 $790 Million

Q1 2024 Apr 01, 2024	BUY	$49.02 - $54.29 $9,804 - $10,858	200 Added 36.36%	750 $40.7 Million
Q4 2023 Jan 02, 2024	BUY	$45.1 - $50.32 $24,805 - $27,676	550 New	550 $27.5 Million

Others Institutions Holding JEPQ

# of Institutions

910

Shares Held

178M

Call Options Held

2.02M

Put Options Held

842K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

Ticker JEPQ
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Industry ETFs

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Global Wealth Strategies & Associates J P Morgan ETF Tr Nasdaq Equit Transaction History