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

Perissos Private Wealth Management, LLC

$137 Billion
Q3 2025

A detailed history of Perissos Private Wealth Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 39,971 shares of JEPQ stock, worth $2.31 Million. This represents 1.67% of its overall portfolio holdings.

Number of Shares

39,971

Previous 38,074 4.98%

Holding current value

$2.31 Million

Previous $2.07 Billion 11.0%

% of portfolio

1.67%

Previous 1.64%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$53.81 - $57.52 $102,077 - $109,115	1,897 Added 4.98%	39,971 $2.3 Billion
Q2 2025 Jul 31, 2025	BUY	$45.88 - $54.4 $141,998 - $168,368	3,095 Added 8.85%	38,074 $2.07 Billion
Q1 2025 Apr 25, 2025	BUY	$51.45 - $58.51 $71,206 - $80,977	1,384 Added 4.12%	34,979 $1.81 Billion
Q4 2024 Jan 29, 2025	BUY	$53.94 - $58.15 $947,240 - $1.02 Million	17,561 Added 109.52%	33,595 $1.89 Billion
Q3 2024 Nov 12, 2024	BUY	$49.7 - $56.11 $293,577 - $331,441	5,907 Added 58.33%	16,034 $881 Million

Q2 2024 Aug 09, 2024	BUY	$50.84 - $55.56 $250,437 - $273,688	4,926 Added 94.71%	10,127 $562 Million
Q1 2024 May 14, 2024	BUY	$49.02 - $54.29 $254,953 - $282,362	5,201 New	5,201 $282 Million

Others Institutions Holding JEPQ

# of Institutions

908

Shares Held

178M

Call Options Held

2.02M

Put Options Held

842K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

Ticker JEPQ
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Perissos Private Wealth Management, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History