Marshall Financial Group LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Marshall Financial Group LLC

$449 Million
Q1 2025

A detailed history of Marshall Financial Group LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Marshall Financial Group LLC holds 299,242 shares of JEPQ stock, worth $15.4 Million. This represents 3.45% of its overall portfolio holdings.

Number of Shares

299,242

Previous 297,301 0.65%

Holding current value

$15.4 Million

Previous $16.8 Million 7.56%

% of portfolio

3.45%

Previous 4.11%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$51.45 - $58.51 $99,864 - $113,567	1,941 Added 0.65%	299,242 $15.5 Million
Q4 2024 Jan 21, 2025	BUY	$53.94 - $58.15 $523,919 - $564,810	9,713 Added 3.38%	297,301 $16.8 Million
Q3 2024 Oct 16, 2024	BUY	$49.7 - $56.11 $145,521 - $164,290	2,928 Added 1.03%	287,588 $15.8 Million
Q2 2024 Jul 19, 2024	BUY	$50.84 - $55.56 $1.27 Million - $1.38 Million	24,925 Added 9.6%	284,660 $15.8 Million
Q1 2024 Apr 19, 2024	BUY	$49.02 - $54.29 $6.94 Million - $7.69 Million	141,638 Added 119.93%	259,735 $14.1 Million
Q4 2023 Jan 10, 2024	BUY	$45.1 - $50.32 $5.33 Million - $5.94 Million	118,097 New	118,097 $5.9 Million

Others Institutions Holding JEPQ

# of Institutions

794

Shares Held

141M

Call Options Held

332K

Put Options Held

202K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

Ticker JEPQ
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Marshall Financial Group LLC J P Morgan ETF Tr Nasdaq Equit Transaction History