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

Kingsview Wealth Management, LLC

  • $5.28 Billion
  • Q2 2025

A detailed history of Kingsview Wealth Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 161,199 shares of JEPQ stock, worth $9.24 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
161,199
Previous 133,093 21.12%
Holding current value
$9.24 Million
Previous $6.89 Million 27.25%
% of portfolio
0.17%
Previous 0.15%

Shares

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

Aug 08, 2025
BUY
$45.88 - $54.4 $1.29 Million - $1.53 Million
28,106 Added 21.12%
161,199 $8.77 Million
Q1 2025

May 02, 2025
BUY
$51.45 - $58.51 $1.51 Million - $1.71 Million
29,280 Added 28.2%
133,093 $6.89 Million
Q4 2024

Jan 28, 2025
BUY
$53.94 - $58.15 $328,386 - $354,017
6,088 Added 6.23%
103,813 $5.85 Million
Q3 2024

Nov 12, 2024
BUY
$49.7 - $56.11 $419,318 - $473,400
8,437 Added 9.45%
97,725 $5.37 Million
Q2 2024

Aug 14, 2024
BUY
$50.84 - $55.56 $1.14 Million - $1.25 Million
22,490 Added 33.67%
89,288 $4.96 Million
Q1 2024

May 09, 2024
BUY
$49.02 - $54.29 $743,976 - $823,959
15,177 Added 29.4%
66,798 $3.62 Million
Q4 2023

Feb 08, 2024
BUY
$45.1 - $50.32 $141,253 - $157,602
3,132 Added 6.46%
51,621 $2.58 Million
Q3 2023

Nov 07, 2023
BUY
$46.47 - $49.43 $574,090 - $610,658
12,354 Added 34.19%
48,489 $2.28 Million
Q2 2023

Aug 10, 2023
BUY
$44.13 - $48.37 $883,306 - $968,173
20,016 Added 124.18%
36,135 $1.75 Million
Q1 2023

May 15, 2023
BUY
$40.25 - $45.09 $198,513 - $222,383
4,932 Added 44.09%
16,119 $726,000
Q4 2022

Feb 13, 2023
BUY
$40.31 - $44.62 $450,947 - $499,163
11,187 New
11,187 $456,000

Others Institutions Holding JEPQ

# of Institutions
857
Shares Held
250M
Call Options Held
1.34M
Put Options Held
666K
View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

JEPQ Quotes by TradingView
  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
Track This Portfolio

Track Kingsview Wealth Management, LLC Portfolio

Follow Kingsview Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingsview Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingsview Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email