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

Pensionmark Financial Group, LLC

$4.67 Billion
Q3 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 61,262 shares of JEPQ stock, worth $3.5 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

61,262

Previous 15,039 307.35%

Holding current value

$3.5 Million

Previous $818,000 330.68%

% of portfolio

0.08%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$53.81 - $57.52 $2.49 Million - $2.66 Million	46,223 Added 307.35%	61,262 $3.52 Million
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

862

Shares Held

163M

Call Options Held

1.34M

Put Options Held

666K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

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