Modera Wealth Management, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Modera Wealth Management, LLC

  • $7.91 Billion
  • Q2 2025

A detailed history of Modera Wealth Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Modera Wealth Management, LLC holds 7,860 shares of JEPQ stock, worth $434,815. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,860
Previous 7,790 0.9%
Holding current value
$434,815
Previous $403,000 5.96%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 06, 2025
BUY
$45.88 - $54.4 $3,211 - $3,808
70 Added 0.9%
7,860 $427,000
Q1 2025

May 08, 2025
BUY
$51.45 - $58.51 $400,795 - $455,792
7,790 New
7,790 $403,000

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
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