Institute For Wealth Management, Llc. J P Morgan ETF Tr Nasdaq Equit Transaction History

Institute For Wealth Management, Llc.

  • $929 Million
  • Q3 2025

A detailed history of Institute For Wealth Management, Llc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 36,483 shares of JEPQ stock, worth $2.14 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
36,483
Previous 29,328 24.4%
Holding current value
$2.14 Million
Previous $1.6 Million 31.54%
% of portfolio
0.23%
Previous 0.18%

Shares

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

Oct 17, 2025
BUY
$53.81 - $57.52 $385,010 - $411,555
7,155 Added 24.4%
36,483 $2.1 Million
Q2 2025

Jul 18, 2025
BUY
$45.88 - $54.4 $863,736 - $1.02 Million
18,826 Added 179.26%
29,328 $1.6 Million
Q1 2025

Apr 21, 2025
BUY
$51.45 - $58.51 $12,039 - $13,691
234 Added 2.28%
10,502 $543,000
Q4 2024

Jan 23, 2025
BUY
$53.94 - $58.15 $553,855 - $597,084
10,268 New
10,268 $578,000

Others Institutions Holding JEPQ

# of Institutions
898
Shares Held
173M
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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