Kfa Private Wealth Group, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Kfa Private Wealth Group, LLC

  • $347 Million
  • Q3 2025

A detailed history of Kfa Private Wealth Group, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Kfa Private Wealth Group, LLC holds 5,275 shares of JEPQ stock, worth $305,000. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,275
Previous 5,975 11.72%
Holding current value
$305,000
Previous $325,000 8.31%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Oct 03, 2025
SELL
$53.81 - $57.52 $37,667 - $40,264
-700 Reduced 11.72%
5,275 $298,000
Q2 2025

Jul 24, 2025
BUY
$45.88 - $54.4 $79,877 - $94,710
1,741 Added 41.12%
5,975 $325,000
Q1 2025

May 07, 2025
BUY
$51.45 - $58.51 $217,839 - $247,731
4,234 New
4,234 $219,000

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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