Lewis Asset Management, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Lewis Asset Management, LLC

  • $243 Billion
  • Q3 2025

A detailed history of Lewis Asset Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Lewis Asset Management, LLC holds 14,863 shares of JEPQ stock, worth $848,974. This represents 0.35% of its overall portfolio holdings.

Number of Shares
14,863
Previous 12,939 14.87%
Holding current value
$848,974
Previous $704 Million 21.46%
% of portfolio
0.35%
Previous 0.33%

Shares

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

Oct 20, 2025
BUY
$53.81 - $57.52 $103,530 - $110,668
1,924 Added 14.87%
14,863 $855 Million
Q2 2025

Jul 14, 2025
BUY
$45.88 - $54.4 $593,641 - $703,881
12,939 New
12,939 $704 Million

Others Institutions Holding JEPQ

# of Institutions
884
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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