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

New Edge Wealth, LLC

  • $6.58 Billion
  • Q3 2025

A detailed history of New Edge Wealth, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, New Edge Wealth, LLC holds 17,045 shares of JEPQ stock, worth $985,541. This represents 0.01% of its overall portfolio holdings.

Number of Shares
17,045
Previous 17,847 4.49%
Holding current value
$985,541
Previous $970,000 1.03%
% of portfolio
0.01%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
SELL
$53.81 - $57.52 $43,155 - $46,131
-802 Reduced 4.49%
17,045 $980,000
Q2 2025

Aug 11, 2025
SELL
$45.88 - $54.4 $735,410 - $871,977
-16,029 Reduced 47.32%
17,847 $970,000
Q1 2025

May 09, 2025
SELL
$51.45 - $58.51 $2.54 Million - $2.88 Million
-49,298 Reduced 59.27%
33,876 $1.75 Million
Q4 2024

Feb 04, 2025
BUY
$53.94 - $58.15 $282,375 - $304,415
5,235 Added 6.72%
83,174 $4.69 Million
Q3 2024

Nov 12, 2024
BUY
$49.7 - $56.11 $297,504 - $335,874
5,986 Added 8.32%
77,939 $4.28 Million
Q2 2024

Aug 01, 2024
SELL
$50.84 - $55.56 $1.17 Million - $1.27 Million
-22,929 Reduced 24.17%
71,953 $3.99 Million
Q1 2024

May 06, 2024
BUY
$49.02 - $54.29 $3.71 Million - $4.11 Million
75,722 Added 395.21%
94,882 $5.15 Million
Q4 2023

Jan 29, 2024
BUY
$45.1 - $50.32 $42,664 - $47,602
946 Added 5.19%
19,160 $956,000
Q3 2023

Nov 08, 2023
BUY
$46.47 - $49.43 $362,094 - $385,158
7,792 Added 74.76%
18,214 $854,000
Q2 2023

Aug 09, 2023
BUY
$44.13 - $48.37 $459,922 - $504,112
10,422 New
10,422 $504,000

Others Institutions Holding JEPQ

# of Institutions
916
Shares Held
178M
Call Options Held
2.02M
Put Options Held
842K
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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