Lido Advisors, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Lido Advisors, LLC

$25.9 Billion
Q2 2025

A detailed history of Lido Advisors, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Lido Advisors, LLC holds 34,588 shares of JEPQ stock, worth $1.98 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

34,588

Previous 27,919 23.89%

Holding current value

$1.98 Million

Previous $1.45 Million 30.17%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$45.88 - $54.4 $305,973 - $362,793	6,669 Added 23.89%	34,588 $1.88 Million
Q1 2025 May 15, 2025	BUY	$51.45 - $58.51 $229,569 - $261,071	4,462 Added 19.02%	27,919 $1.45 Million
Q4 2024 Feb 14, 2025	BUY	$53.94 - $58.15 $803,598 - $866,318	14,898 Added 174.06%	23,457 $1.32 Million
Q3 2024 Nov 14, 2024	BUY	$49.7 - $56.11 $31,609 - $35,685	636 Added 8.03%	8,559 $470,000
Q2 2024 Aug 14, 2024	SELL	$50.84 - $55.56 $12,201 - $13,334	-240 Reduced 2.94%	7,923 $439,000
Q1 2024 May 15, 2024	SELL	$49.02 - $54.29 $514,170 - $569,447	-10,489 Reduced 56.24%	8,163 $442,000
Q4 2023 Feb 14, 2024	BUY	$45.1 - $50.32 $13,214 - $14,743	293 Added 1.6%	18,652 $931,000
Q3 2023 Nov 14, 2023	BUY	$46.47 - $49.43 $100,607 - $107,015	2,165 Added 13.37%	18,359 $861,000
Q2 2023 Aug 09, 2023	BUY	$44.13 - $48.37 $42,320 - $46,386	959 Added 6.29%	16,194 $783,000
Q1 2023 May 15, 2023	BUY	$40.25 - $45.09 $613,208 - $686,946	15,235 New	15,235 $686,000

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

Ticker JEPQ
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Lido Advisors, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History