Marshall & Sterling Wealth Advisors Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $147 Billion
  • Q1 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 32,172 shares of JEPQ stock, worth $1.69 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares
32,172
Previous 31,769 1.27%
Holding current value
$1.69 Million
Previous $1.79 Billion 7.0%
% of portfolio
1.13%
Previous 1.24%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$51.45 - $58.51 $20,734 - $23,579
403 Added 1.27%
32,172 $1.67 Billion
Q4 2024

Feb 14, 2025
BUY
$53.94 - $58.15 $1.71 Million - $1.85 Million
31,769 New
31,769 $1.79 Billion

Others Institutions Holding JEPQ

# of Institutions
822
Shares Held
156M
Call Options Held
679K
Put Options Held
672K
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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