New Edge Advisors, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

New Edge Advisors, LLC

  • $18.3 Billion
  • Q2 2025

A detailed history of New Edge Advisors, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, New Edge Advisors, LLC holds 475,953 shares of JEPQ stock, worth $26.8 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
475,953
Previous 294,175 61.79%
Holding current value
$26.8 Million
Previous $15.2 Million 69.98%
% of portfolio
0.14%
Previous 0.09%

Shares

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

Aug 14, 2025
BUY
$45.88 - $54.4 $8.34 Million - $9.89 Million
181,778 Added 61.79%
475,953 $25.9 Million
Q1 2025

May 15, 2025
SELL
$51.45 - $58.51 $3.55 Million - $4.04 Million
-68,967 Reduced 18.99%
294,175 $15.2 Million
Q4 2024

Feb 13, 2025
BUY
$53.94 - $58.15 $5.34 Million - $5.75 Million
98,947 Added 37.45%
363,142 $20.5 Million
Q3 2024

Nov 14, 2024
BUY
$49.7 - $56.11 $1.07 Million - $1.21 Million
21,547 Added 8.88%
264,195 $14.5 Million
Q2 2024

Aug 15, 2024
BUY
$50.84 - $55.56 $6.06 Million - $6.63 Million
119,261 Added 96.66%
242,648 $13.5 Million
Q1 2024

May 14, 2024
BUY
$49.02 - $54.29 $636,671 - $705,118
12,988 Added 11.76%
123,387 $6.69 Million
Q4 2023

Feb 13, 2024
BUY
$45.1 - $50.32 $1.53 Million - $1.71 Million
33,898 Added 44.31%
110,399 $5.51 Million
Q3 2023

Nov 14, 2023
BUY
$46.47 - $49.43 $2.01 Million - $2.14 Million
43,297 Added 130.4%
76,501 $3.59 Million
Q2 2023

Aug 14, 2023
BUY
$44.13 - $48.37 $1.18 Million - $1.29 Million
26,662 Added 407.55%
33,204 $1.61 Million
Q1 2023

May 12, 2023
BUY
$40.25 - $45.09 $49,990 - $56,001
1,242 Added 23.43%
6,542 $294,000
Q4 2022

Feb 14, 2023
BUY
$40.31 - $44.62 $213,643 - $236,486
5,300 New
5,300 $216,000

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

JEPQ Quotes by TradingView
  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
Track This Portfolio

Track New Edge Advisors, LLC Portfolio

Follow New Edge Advisors, 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 New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email