Marion Wealth Management J P Morgan ETF Tr Nasdaq Equit Transaction History

Marion Wealth Management

  • $427 Million
  • Q4 2025

A detailed history of Marion Wealth Management transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Marion Wealth Management holds 9,217 shares of JEPQ stock, worth $532,926. This represents 0.12% of its overall portfolio holdings.

Number of Shares
9,217
Previous 9,449 2.46%
Holding current value
$532,926
Previous $543,000 2.03%
% of portfolio
0.12%
Previous 0.13%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 26, 2026
SELL
$56.33 - $59.22 $13,068 - $13,739
-232 Reduced 2.46%
9,217 $532,000
Q3 2025

Oct 10, 2025
SELL
$53.81 - $57.52 $18,133 - $19,384
-337 Reduced 3.44%
9,449 $543,000
Q2 2025

Aug 05, 2025
SELL
$45.88 - $54.4 $65,470 - $77,628
-1,427 Reduced 12.73%
9,786 $532,000
Q1 2025

Apr 08, 2025
SELL
$51.45 - $58.51 $5,762 - $6,553
-112 Reduced 0.99%
11,213 $580,000
Q4 2024

Jan 13, 2025
BUY
$53.94 - $58.15 $13,700 - $14,770
254 Added 2.29%
11,325 $638,000
Q3 2024

Oct 07, 2024
BUY
$49.7 - $56.11 $80,712 - $91,122
1,624 Added 17.19%
11,071 $608,000
Q2 2024

Jul 09, 2024
SELL
$50.84 - $55.56 $12,964 - $14,167
-255 Reduced 2.63%
9,447 $524,000
Q1 2024

Apr 08, 2024
BUY
$49.02 - $54.29 $34,657 - $38,383
707 Added 7.86%
9,702 $526,000
Q4 2023

Jan 10, 2024
BUY
$45.1 - $50.32 $2,570 - $2,868
57 Added 0.64%
8,995 $449,000
Q3 2023

Oct 18, 2023
SELL
$46.47 - $49.43 $30,530 - $32,475
-657 Reduced 6.85%
8,938 $419,000
Q2 2023

Jul 24, 2023
BUY
$44.13 - $48.37 $423,427 - $464,110
9,595 New
9,595 $464,000

Others Institutions Holding JEPQ

# of Institutions
933
Shares Held
179M
Call Options Held
2.02M
Put Options Held
842K
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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