Mbl Wealth, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Mbl Wealth, LLC

  • $945 Million
  • Q2 2025

A detailed history of Mbl Wealth, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Mbl Wealth, LLC holds 154,849 shares of JEPQ stock, worth $8.53 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares
154,849
Previous 225,089 31.21%
Holding current value
$8.53 Million
Previous $11.7 Million 27.73%
% of portfolio
0.89%
Previous 1.26%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
SELL
$45.88 - $54.4 $3.22 Million - $3.82 Million
-70,240 Reduced 31.21%
154,849 $8.42 Million
Q1 2025

May 21, 2025
BUY
$51.45 - $58.51 $218,405 - $248,374
4,245 Added 1.92%
225,089 $11.7 Million
Q4 2024

Apr 21, 2025
BUY
$53.94 - $58.15 $622,521 - $671,109
11,541 Added 5.51%
220,844 $12.5 Million
Q3 2024

Jan 08, 2025
BUY
$49.7 - $56.11 $574,929 - $649,080
11,568 Added 5.85%
209,303 $11.5 Million
Q2 2024

Jul 19, 2024
BUY
$50.84 - $55.56 $4.38 Million - $4.79 Million
86,160 Added 77.22%
197,735 $11 Million
Q1 2024

Apr 22, 2024
BUY
$49.02 - $54.29 $1.1 Million - $1.21 Million
22,359 Added 25.06%
111,575 $6.05 Million
Q4 2023

Jan 18, 2024
BUY
$45.1 - $50.32 $863,935 - $963,929
19,156 Added 27.34%
89,216 $4.45 Million
Q3 2023

Oct 11, 2023
BUY
$46.47 - $49.43 $902,772 - $960,276
19,427 Added 38.37%
70,060 $3.29 Million
Q2 2023

Jul 17, 2023
BUY
$44.13 - $48.37 $257,542 - $282,287
5,836 Added 13.03%
50,633 $2.45 Million
Q1 2023

Apr 11, 2023
SELL
$40.25 - $45.09 $91,005 - $101,948
-2,261 Reduced 4.8%
44,797 $2.02 Million
Q4 2022

Jan 12, 2023
BUY
$40.31 - $44.62 $184,660 - $204,404
4,581 Added 10.78%
47,058 $1.92 Million
Q3 2022

Jan 12, 2023
BUY
$41.65 - $49.9 $1.77 Million - $2.12 Million
42,477 New
42,477 $1.77 Million

Others Institutions Holding JEPQ

# of Institutions
826
Shares Held
240M
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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