Milestone Asset Management, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Milestone Asset Management, LLC

$529 Billion
Q3 2025

A detailed history of Milestone Asset Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Milestone Asset Management, LLC holds 116,690 shares of JEPQ stock, worth $6.75 Million. This represents 1.27% of its overall portfolio holdings.

Number of Shares

116,690

Previous 101,173 15.34%

Holding current value

$6.75 Million

Previous $5.5 Billion 21.95%

% of portfolio

1.27%

Previous 1.16%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$53.81 - $57.52 $834,969 - $892,537	15,517 Added 15.34%	116,690 $6.71 Billion
Q2 2025 Aug 05, 2025	BUY	$45.88 - $54.4 $506,469 - $600,521	11,039 Added 12.25%	101,173 $5.5 Billion
Q1 2025 Apr 09, 2025	BUY	$51.45 - $58.51 $21,454 - $24,398	417 Added 0.46%	90,134 $4.67 Billion
Q4 2024 Jan 23, 2025	SELL	$53.94 - $58.15 $1.12 Million - $1.21 Million	-20,812 Reduced 18.83%	89,717 $5.06 Billion
Q3 2024 Oct 25, 2024	BUY	$49.7 - $56.11 $2.03 Million - $2.3 Million	40,907 Added 58.76%	110,529 $6.07 Billion

Q2 2024 Jul 19, 2024	BUY	$50.84 - $55.56 $391,823 - $428,200	7,707 Added 12.45%	69,622 $3.86 Billion
Q1 2024 Apr 23, 2024	BUY	$49.02 - $54.29 $3.04 Million - $3.36 Million	61,915 New	61,915 $3.36 Billion
Q1 2023 May 08, 2023	BUY	$40.25 - $45.09 $2.14 Million - $2.4 Million	53,232 New	53,232 $2.4 Billion

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
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Industry ETFs

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Milestone Asset Management, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History