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

Orgel Wealth Management, LLC

  • $4.15 Billion
  • Q3 2025

A detailed history of Orgel Wealth Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 4,409 shares of JEPQ stock, worth $252,723. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,409
Previous 3,843 14.73%
Holding current value
$252,723
Previous $209,000 21.05%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 06, 2025
BUY
$53.81 - $57.52 $30,456 - $32,556
566 Added 14.73%
4,409 $253,000
Q2 2025

Jul 10, 2025
BUY
$45.88 - $54.4 $176,316 - $209,059
3,843 New
3,843 $209,000

Others Institutions Holding JEPQ

# of Institutions
852
Shares Held
251M
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
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