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

Means Investment Co., Inc.

$1.04 Billion
Q2 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 13,470 shares of JEPQ stock, worth $776,680. This represents 0.07% of its overall portfolio holdings.

Number of Shares

13,470

Previous 14,330 6.0%

Holding current value

$776,680

Previous $742,000 1.35%

% of portfolio

0.07%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

855

Shares Held

250M

Call Options Held

1.34M

Put Options Held

666K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

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