Iht Wealth Management, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q2 2025

A detailed history of Iht Wealth Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Iht Wealth Management, LLC holds 30,627 shares of JEPQ stock, worth $1.73 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
30,627
Previous 25,725 19.06%
Holding current value
$1.73 Million
Previous $1.33 Million 25.08%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Aug 14, 2025
BUY
$45.88 - $54.4 $224,903 - $266,668
4,902 Added 19.06%
30,627 $1.67 Million
Q1 2025

May 15, 2025
BUY
$51.45 - $58.51 $273,148 - $310,629
5,309 Added 26.0%
25,725 $1.33 Million
Q4 2024

Feb 14, 2025
SELL
$53.94 - $58.15 $269,268 - $290,284
-4,992 Reduced 19.65%
20,416 $1.15 Million
Q3 2024

Nov 14, 2024
SELL
$49.7 - $56.11 $1.83 Million - $2.07 Million
-36,864 Reduced 59.2%
25,408 $1.4 Million
Q2 2024

Aug 14, 2024
BUY
$50.84 - $55.56 $459,186 - $501,817
9,032 Added 16.96%
62,272 $3.46 Million
Q1 2024

May 15, 2024
BUY
$49.02 - $54.29 $133,677 - $148,048
2,727 Added 5.4%
53,240 $2.89 Million
Q4 2023

Feb 14, 2024
BUY
$45.1 - $50.32 $552,655 - $616,621
12,254 Added 32.03%
50,513 $2.52 Million
Q3 2023

Nov 14, 2023
BUY
$46.47 - $49.43 $555,827 - $591,232
11,961 Added 45.48%
38,259 $1.8 Million
Q2 2023

Aug 14, 2023
BUY
$44.13 - $48.37 $475,147 - $520,799
10,767 Added 69.33%
26,298 $1.27 Million
Q1 2023

May 15, 2023
BUY
$40.25 - $45.09 $625,122 - $700,292
15,531 New
15,531 $700,000

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

JEPQ Quotes by TradingView
  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
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