Means Investment Co., Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History

Means Investment Co., Inc.

$1.12 Billion
Q3 2025

A detailed history of Means Investment Co., Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Means Investment Co., Inc. holds 12,605 shares of JEPQ stock, worth $728,821. This represents 0.06% of its overall portfolio holdings.

Number of Shares

12,605

Previous 13,470 6.42%

Holding current value

$728,821

Previous $732,000 0.96%

% of portfolio

0.06%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	SELL	$53.81 - $57.52 $46,545 - $49,754	-865 Reduced 6.42%	12,605 $725,000
Q2 2025 Jul 25, 2025	SELL	$45.88 - $54.4 $39,456 - $46,784	-860 Reduced 6.0%	13,470 $732,000
Q1 2025 Apr 21, 2025	SELL	$51.45 - $58.51 $64,055 - $72,844	-1,245 Reduced 7.99%	14,330 $742,000
Q4 2024 Jan 24, 2025	BUY	$53.94 - $58.15 $80,208 - $86,469	1,487 Added 10.56%	15,575 $878,000
Q3 2024 Oct 18, 2024	BUY	$49.7 - $56.11 $67,790 - $76,534	1,364 Added 10.72%	14,088 $773,000

Q2 2024 Jul 19, 2024	BUY	$50.84 - $55.56 $257,860 - $281,800	5,072 Added 66.28%	12,724 $706,000
Q1 2024 Apr 17, 2024	BUY	$49.02 - $54.29 $3,872 - $4,288	79 Added 1.04%	7,652 $415,000
Q4 2023 Jan 25, 2024	BUY	$45.1 - $50.32 $341,542 - $381,073	7,573 New	7,573 $378,000

Others Institutions Holding JEPQ

# of Institutions

908

Shares Held

178M

Call Options Held

2.02M

Put Options Held

842K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

Ticker JEPQ
Sector ETFs
Industry ETFs

More about JEPQ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Means Investment Co., Inc., based on Form 13F filings with the SEC.

News

Stay updated on Means Investment Co., Inc. with notifications on news.

Account

Means Investment Co., Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History