Hilltop Wealth Advisors, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Hilltop Wealth Advisors, LLC

$178 Million
Q2 2025

A detailed history of Hilltop Wealth Advisors, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Hilltop Wealth Advisors, LLC holds 465,775 shares of JEPQ stock, worth $26.9 Million. This represents 14.24% of its overall portfolio holdings.

Number of Shares

465,775

Previous 436,283 6.76%

Holding current value

$26.9 Million

Previous $22.6 Million 12.16%

% of portfolio

14.24%

Previous 12.77%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	BUY	$45.88 - $54.4 $1.35 Million - $1.6 Million	29,492 Added 6.76%	465,775 $25.3 Million
Q1 2025 Apr 16, 2025	BUY	$51.45 - $58.51 $930,987 - $1.06 Million	18,095 Added 4.33%	436,283 $22.6 Million
Q4 2024 Jan 08, 2025	BUY	$53.94 - $58.15 $348,020 - $375,183	6,452 Added 1.57%	418,188 $23.6 Million
Q3 2024 Oct 09, 2024	BUY	$49.7 - $56.11 $345,464 - $390,020	6,951 Added 1.72%	411,736 $22.6 Million
Q2 2024 Jul 03, 2024	BUY	$50.84 - $55.56 $10.3 Million - $11.3 Million	203,287 Added 100.89%	404,785 $22.5 Million
Q1 2024 Apr 05, 2024	SELL	$49.02 - $54.29 $281,374 - $311,624	-5,740 Reduced 2.77%	201,498 $10.9 Million
Q4 2023 Jan 17, 2024	BUY	$45.1 - $50.32 $9.35 Million - $10.4 Million	207,238 New	207,238 $10.3 Million

Others Institutions Holding JEPQ

# of Institutions

855

Shares Held

250M

Call Options Held

1.34M

Put Options Held

666K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

Ticker JEPQ
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Hilltop Wealth Advisors, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History