Innovative Wealth Building LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Innovative Wealth Building LLC

  • $128 Billion
  • Q3 2025

A detailed history of Innovative Wealth Building LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Innovative Wealth Building LLC holds 15,255 shares of JEPQ stock, worth $882,044. This represents 0.68% of its overall portfolio holdings.

Number of Shares
15,255
Previous 15,536 1.81%
Holding current value
$882,044
Previous $845 Million 3.82%
% of portfolio
0.68%
Previous 0.7%

Shares

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

Nov 12, 2025
SELL
$53.81 - $57.52 $15,120 - $16,163
-281 Reduced 1.81%
15,255 $877 Million
Q2 2025

Jul 22, 2025
BUY
$45.88 - $54.4 $141,081 - $167,280
3,075 Added 24.68%
15,536 $845 Million
Q1 2025

Apr 25, 2025
BUY
$51.45 - $58.51 $200,757 - $228,306
3,902 Added 45.59%
12,461 $645 Million
Q4 2024

Apr 24, 2025
BUY
$53.94 - $58.15 $461,672 - $497,705
8,559 New
8,559 $483 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

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