Joseph P. Lucia & Associates, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Joseph P. Lucia & Associates, LLC

  • $218 Million
  • Q3 2025

A detailed history of Joseph P. Lucia & Associates, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Joseph P. Lucia & Associates, LLC holds 36,166 shares of JEPQ stock, worth $2.09 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares
36,166
Previous 35,974 0.53%
Holding current value
$2.09 Million
Previous $1.96 Million 6.34%
% of portfolio
0.95%
Previous 0.97%

Shares

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

Oct 20, 2025
BUY
$53.81 - $57.52 $10,331 - $11,043
192 Added 0.53%
36,166 $2.08 Million
Q2 2025

Aug 04, 2025
SELL
$45.88 - $54.4 $52,670 - $62,451
-1,148 Reduced 3.09%
35,974 $1.96 Million
Q1 2025

May 14, 2025
BUY
$51.45 - $58.51 $139,995 - $159,205
2,721 Added 7.91%
37,122 $1.92 Million
Q4 2024

Jan 22, 2025
BUY
$53.94 - $58.15 $32,687 - $35,238
606 Added 1.79%
34,401 $1.94 Million
Q3 2024

Oct 23, 2024
SELL
$49.7 - $56.11 $81,060 - $91,515
-1,631 Reduced 4.6%
33,795 $1.86 Million
Q2 2024

Jul 24, 2024
BUY
$50.84 - $55.56 $13,981 - $15,279
275 Added 0.78%
35,426 $1.97 Million
Q1 2024

May 03, 2024
SELL
$49.02 - $54.29 $65,490 - $72,531
-1,336 Reduced 3.66%
35,151 $1.91 Million
Q4 2023

Jan 29, 2024
SELL
$45.1 - $50.32 $46,002 - $51,326
-1,020 Reduced 2.72%
36,487 $1.82 Million
Q3 2023

Oct 30, 2023
BUY
$46.47 - $49.43 $667,076 - $709,567
14,355 Added 62.0%
37,507 $1.76 Million
Q2 2023

Jul 21, 2023
BUY
$44.13 - $48.37 $681,587 - $747,074
15,445 Added 200.4%
23,152 $1.12 Million
Q1 2023

May 02, 2023
BUY
$40.25 - $45.09 $310,206 - $347,508
7,707 New
7,707 $347,000

Others Institutions Holding JEPQ

# of Institutions
907
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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