Legacy Financial Strategies, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Legacy Financial Strategies, LLC

  • $548 Million
  • Q3 2025

A detailed history of Legacy Financial Strategies, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Legacy Financial Strategies, LLC holds 6,505 shares of JEPQ stock, worth $380,152. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,505
Previous 5,195 25.22%
Holding current value
$380,152
Previous $282,000 32.62%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Nov 05, 2025
BUY
$53.81 - $57.52 $70,491 - $75,351
1,310 Added 25.22%
6,505 $374,000
Q2 2025

Jul 10, 2025
SELL
$45.88 - $54.4 $12,387 - $14,688
-270 Reduced 4.94%
5,195 $282,000
Q1 2025

Apr 08, 2025
BUY
$51.45 - $58.51 $85,664 - $97,419
1,665 Added 43.82%
5,465 $283,000
Q4 2024

Jan 28, 2025
BUY
$53.94 - $58.15 $204,972 - $220,970
3,800 New
3,800 $214,000

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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