Intrepid Financial Planning Group LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Intrepid Financial Planning Group LLC

$235 Million
Q3 2025

A detailed history of Intrepid Financial Planning Group LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Intrepid Financial Planning Group LLC holds 98,437 shares of JEPQ stock, worth $5.69 Million. This represents 2.41% of its overall portfolio holdings.

Number of Shares

98,437

Previous 93,859 4.88%

Holding current value

$5.69 Million

Previous $5.11 Million 10.91%

% of portfolio

2.41%

Previous 2.28%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$53.81 - $57.52 $246,342 - $263,326	4,578 Added 4.88%	98,437 $5.66 Million
Q2 2025 Aug 11, 2025	BUY	$45.88 - $54.4 $379,840 - $450,377	8,279 Added 9.67%	93,859 $5.11 Million
Q1 2025 May 13, 2025	BUY	$51.45 - $58.51 $398,068 - $452,691	7,737 Added 9.94%	85,580 $4.43 Million
Q4 2024 Feb 10, 2025	BUY	$53.94 - $58.15 $2.03 Million - $2.18 Million	37,555 Added 93.22%	77,843 $4.39 Million
Q3 2024 Nov 04, 2024	BUY	$49.7 - $56.11 $1.16 Million - $1.31 Million	23,430 Added 138.98%	40,288 $2.21 Million

Q2 2024 Aug 12, 2024	BUY	$50.84 - $55.56 $522,838 - $571,379	10,284 Added 156.43%	16,858 $935,000
Q1 2024 May 13, 2024	BUY	$49.02 - $54.29 $322,257 - $356,902	6,574 New	6,574 $356,000

Others Institutions Holding JEPQ

# of Institutions

908

Shares Held

178M

Call Options Held

2.02M

Put Options Held

842K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

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Intrepid Financial Planning Group LLC J P Morgan ETF Tr Nasdaq Equit Transaction History