Johnson & White Wealth Management, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Johnson & White Wealth Management, LLC

  • $199 Million
  • Q2 2025

A detailed history of Johnson & White Wealth Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Johnson & White Wealth Management, LLC holds 16,578 shares of JEPQ stock, worth $917,094. This represents 0.45% of its overall portfolio holdings.

Number of Shares
16,578
Previous 16,464 0.69%
Holding current value
$917,094
Previous $853,000 5.74%
% of portfolio
0.45%
Previous 0.48%

Shares

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

Jul 17, 2025
BUY
$45.88 - $54.4 $5,230 - $6,201
114 Added 0.69%
16,578 $902,000
Q1 2025

Apr 10, 2025
BUY
$51.45 - $58.51 $475,861 - $541,158
9,249 Added 128.19%
16,464 $853,000
Q4 2024

Jan 13, 2025
BUY
$53.94 - $58.15 $98,925 - $106,647
1,834 Added 34.08%
7,215 $406,000
Q3 2024

Oct 03, 2024
SELL
$49.7 - $56.11 $546 - $617
-11 Reduced 0.2%
5,381 $296,000
Q2 2024

Jul 19, 2024
BUY
$50.84 - $55.56 $274,129 - $299,579
5,392 New
5,392 $299,000

Others Institutions Holding JEPQ

# of Institutions
834
Shares Held
241M
Call Options Held
679K
Put Options Held
672K
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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