James Reed Financial Services, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History

James Reed Financial Services, Inc.

  • $100 Million
  • Q3 2025

A detailed history of James Reed Financial Services, Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, James Reed Financial Services, Inc. holds 412,977 shares of JEPQ stock, worth $23.6 Million. This represents 23.74% of its overall portfolio holdings.

Number of Shares
412,977
Previous 427,767 3.46%
Holding current value
$23.6 Million
Previous $23.3 Million 2.08%
% of portfolio
23.74%
Previous 23.59%

Shares

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

Oct 15, 2025
SELL
$53.81 - $57.52 $795,849 - $850,720
-14,790 Reduced 3.46%
412,977 $23.8 Million
Q2 2025

Jul 21, 2025
BUY
$45.88 - $54.4 $1.53 Million - $1.81 Million
33,275 Added 8.43%
427,767 $23.3 Million
Q1 2025

Apr 16, 2025
SELL
$51.45 - $58.51 $77,020 - $87,589
-1,497 Reduced 0.38%
394,492 $20.4 Million
Q4 2024

Feb 06, 2025
BUY
$53.94 - $58.15 $21.4 Million - $23 Million
395,989 New
395,989 $22.3 Million

Others Institutions Holding JEPQ

# of Institutions
873
Shares Held
164M
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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