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

Palacios Wealth Management, LLC

  • $122 Billion
  • Q2 2025

A detailed history of Palacios Wealth Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Palacios Wealth Management, LLC holds 79,905 shares of JEPQ stock, worth $4.5 Million. This represents 3.57% of its overall portfolio holdings.

Number of Shares
79,905
Previous 92,286 13.42%
Holding current value
$4.5 Million
Previous $4.78 Billion 9.03%
% of portfolio
3.57%
Previous 3.55%

Shares

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

Jul 14, 2025
SELL
$45.88 - $54.4 $568,040 - $673,526
-12,381 Reduced 13.42%
79,905 $4.35 Billion
Q1 2025

May 09, 2025
SELL
$51.45 - $58.51 $68,685 - $78,110
-1,335 Reduced 1.43%
92,286 $4.78 Billion
Q4 2024

Jan 30, 2025
BUY
$53.94 - $58.15 $5.05 Million - $5.44 Million
93,621 New
93,621 $5.31 Billion

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
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