Kfg Wealth Management, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Kfg Wealth Management, LLC

$472 Million
Q3 2025

A detailed history of Kfg Wealth Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 56,069 shares of JEPQ stock, worth $3.2 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares

56,069

Previous 40,183 39.53%

Holding current value

$3.2 Million

Previous $2.19 Million 47.6%

% of portfolio

0.68%

Previous 0.5%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 07, 2025	BUY	$53.81 - $57.52 $854,825 - $913,762	15,886 Added 39.53%	56,069 $3.23 Million
Q2 2025 Jul 14, 2025	BUY	$45.88 - $54.4 $400,899 - $475,347	8,738 Added 27.79%	40,183 $2.19 Million
Q1 2025 Apr 11, 2025	BUY	$51.45 - $58.51 $494,794 - $562,690	9,617 Added 44.06%	31,445 $1.63 Million
Q4 2024 Jan 21, 2025	BUY	$53.94 - $58.15 $240,572 - $259,349	4,460 Added 25.68%	21,828 $1.23 Million
Q3 2024 Oct 15, 2024	BUY	$49.7 - $56.11 $82,104 - $92,693	1,652 Added 10.51%	17,368 $954,000
Q2 2024 Jul 19, 2024	BUY	$50.84 - $55.56 $285,771 - $312,302	5,621 Added 55.68%	15,716 $872,000
Q1 2024 Apr 19, 2024	BUY	$49.02 - $54.29 $494,856 - $548,057	10,095 New	10,095 $547,000

Others Institutions Holding JEPQ

# of Institutions

867

Shares Held

164M

Call Options Held

1.34M

Put Options Held

666K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

Ticker JEPQ
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Kfg Wealth Management, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History