Mcdonald Partners LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Mcdonald Partners LLC

  • $404 Million
  • Q2 2025

A detailed history of Mcdonald Partners LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Mcdonald Partners LLC holds 29,197 shares of JEPQ stock, worth $1.67 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
29,197
Previous 28,949 0.86%
Holding current value
$1.67 Million
Previous $1.5 Million 6.01%
% of portfolio
0.39%
Previous 0.4%

Shares

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

Aug 12, 2025
BUY
$45.88 - $54.4 $11,378 - $13,491
248 Added 0.86%
29,197 $1.59 Million
Q1 2025

May 15, 2025
BUY
$51.45 - $58.51 $466,960 - $531,036
9,076 Added 45.67%
28,949 $1.5 Million
Q4 2024

Jan 31, 2025
BUY
$53.94 - $58.15 $42,504 - $45,822
788 Added 4.13%
19,873 $1.12 Million
Q3 2024

Oct 15, 2024
BUY
$49.7 - $56.11 $47,165 - $53,248
949 Added 5.23%
19,085 $1.05 Million
Q2 2024

Jul 17, 2024
BUY
$50.84 - $55.56 $58,415 - $63,838
1,149 Added 6.76%
18,136 $1.01 Million
Q1 2024

Apr 15, 2024
BUY
$49.02 - $54.29 $231,080 - $255,923
4,714 Added 38.41%
16,987 $921,000
Q4 2023

Feb 12, 2024
BUY
$45.1 - $50.32 $49,294 - $54,999
1,093 Added 9.78%
12,273 $612,000
Q3 2023

Oct 30, 2023
BUY
$46.47 - $49.43 $46,005 - $48,935
990 Added 9.72%
11,180 $524,000
Q2 2023

Jul 17, 2023
BUY
$44.13 - $48.37 $7,413 - $8,126
168 Added 1.68%
10,190 $492,000
Q1 2023

Apr 19, 2023
BUY
$40.25 - $45.09 $80,500 - $90,180
2,000 Added 24.93%
10,022 $451,000
Q4 2022

Jan 18, 2023
BUY
$40.31 - $44.62 $323,366 - $357,941
8,022 New
8,022 $0

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

JEPQ Quotes by TradingView
  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
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