Key Client Fiduciary Advisors, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Key Client Fiduciary Advisors, LLC

  • $242 Million
  • Q3 2025

A detailed history of Key Client Fiduciary Advisors, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 8,773 shares of JEPQ stock, worth $512,694. This represents 0.21% of its overall portfolio holdings.

Number of Shares
8,773
Previous 8,250 6.34%
Holding current value
$512,694
Previous $448,000 12.5%
% of portfolio
0.21%
Previous 0.21%

Shares

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

Oct 14, 2025
BUY
$53.81 - $57.52 $28,142 - $30,082
523 Added 6.34%
8,773 $504,000
Q2 2025

Jul 09, 2025
BUY
$45.88 - $54.4 $825 - $979
18 Added 0.22%
8,250 $448,000
Q1 2025

Apr 10, 2025
BUY
$51.45 - $58.51 $146,272 - $166,343
2,843 Added 52.76%
8,232 $426,000
Q4 2024

Jan 17, 2025
BUY
$53.94 - $58.15 $290,682 - $313,370
5,389 New
5,389 $303,000

Others Institutions Holding JEPQ

# of Institutions
889
Shares Held
165M
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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