Pensionmark Financial Group, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Pensionmark Financial Group, LLC

  • $4.23 Billion
  • Q2 2025

A detailed history of Pensionmark Financial Group, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 15,039 shares of JEPQ stock, worth $831,957. This represents 0.02% of its overall portfolio holdings.

Number of Shares
15,039
Previous 16,709 9.99%
Holding current value
$831,957
Previous $865,000 5.43%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 04, 2025
SELL
$45.88 - $54.4 $76,619 - $90,848
-1,670 Reduced 9.99%
15,039 $818,000
Q1 2025

Apr 29, 2025
BUY
$51.45 - $58.51 $195,098 - $221,869
3,792 Added 29.36%
16,709 $865,000
Q4 2024

Feb 12, 2025
BUY
$53.94 - $58.15 $227,950 - $245,741
4,226 Added 48.63%
12,917 $728,000
Q3 2024

Nov 25, 2024
SELL
$49.7 - $56.11 $3.7 Million - $4.18 Million
-74,423 Reduced 89.54%
8,691 $477,000
Q3 2024

Nov 14, 2024
BUY
$49.7 - $56.11 $4.13 Million - $4.66 Million
83,114 New
83,114 $4.57 Million

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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