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 $1.62 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
29,197
Previous 28,949 0.86%
Holding current value
$1.62 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
834
Shares Held
243M
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
Track This Portfolio

Track Mcdonald Partners LLC Portfolio

Follow Mcdonald Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mcdonald Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mcdonald Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email