Level Four Advisory Services, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Level Four Advisory Services, LLC

$2.66 Billion
Q3 2025

A detailed history of Level Four Advisory Services, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Level Four Advisory Services, LLC holds 53,434 shares of JEPQ stock, worth $3.09 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

53,434

Previous 37,649 41.93%

Holding current value

$3.09 Million

Previous $2.05 Million 50.05%

% of portfolio

0.12%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$53.81 - $57.52 $849,390 - $907,953	15,785 Added 41.93%	53,434 $3.07 Million
Q2 2025 Aug 13, 2025	BUY	$45.88 - $54.4 $1.07 Million - $1.27 Million	23,255 Added 161.56%	37,649 $2.05 Million
Q1 2025 May 14, 2025	SELL	$51.45 - $58.51 $21,506 - $24,457	-418 Reduced 2.82%	14,394 $745,000
Q4 2024 Feb 12, 2025	BUY	$53.94 - $58.15 $408,487 - $440,369	7,573 Added 104.61%	14,812 $835,000
Q3 2024 Nov 14, 2024	BUY	$49.7 - $56.11 $86,527 - $97,687	1,741 Added 31.67%	7,239 $397,000

Q2 2024 Aug 09, 2024	BUY	$50.84 - $55.56 $14,997 - $16,390	295 Added 5.67%	5,498 $305,000
Q1 2024 May 13, 2024	BUY	$49.02 - $54.29 $27,402 - $30,348	559 Added 12.04%	5,203 $282,000
Q4 2023 Feb 08, 2024	BUY	$45.1 - $50.32 $209,444 - $233,686	4,644 New	4,644 $231,000

Others Institutions Holding JEPQ

# of Institutions

908

Shares Held

178M

Call Options Held

2.02M

Put Options Held

842K

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About J P MORGAN ETF TR NASDAQ EQUIT

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Level Four Advisory Services, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History