Prosperity Financial Group, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History

Prosperity Financial Group, Inc.

  • $235 Billion
  • Q2 2025

A detailed history of Prosperity Financial Group, Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Prosperity Financial Group, Inc. holds 54,595 shares of JEPQ stock, worth $2.99 Million. This represents 1.26% of its overall portfolio holdings.

Number of Shares
54,595
Previous 51,134 6.77%
Holding current value
$2.99 Million
Previous $2.65 Billion 12.17%
% of portfolio
1.26%
Previous 1.32%

Shares

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

Jul 30, 2025
BUY
$45.88 - $54.4 $158,790 - $188,278
3,461 Added 6.77%
54,595 $2.97 Billion
Q1 2025

May 15, 2025
BUY
$51.45 - $58.51 $151,777 - $172,604
2,950 Added 6.12%
51,134 $2.65 Billion
Q4 2024

Feb 07, 2025
BUY
$53.94 - $58.15 $169,803 - $183,056
3,148 Added 6.99%
48,184 $2.72 Billion
Q3 2024

Nov 12, 2024
BUY
$49.7 - $56.11 $32,205 - $36,359
648 Added 1.46%
45,036 $2.47 Billion
Q2 2024

Aug 13, 2024
BUY
$50.84 - $55.56 $121,914 - $133,232
2,398 Added 5.71%
44,388 $2.46 Billion
Q1 2024

May 15, 2024
SELL
$49.02 - $54.29 $1.22 Million - $1.35 Million
-24,828 Reduced 37.16%
41,990 $2.28 Billion
Q4 2023

Feb 14, 2024
BUY
$45.1 - $50.32 $180,986 - $201,934
4,013 Added 6.39%
66,818 $3.34 Billion
Q3 2023

Nov 07, 2023
BUY
$46.47 - $49.43 $621,675 - $661,274
13,378 Added 27.07%
62,805 $2.95 Billion
Q2 2023

Sep 12, 2023
BUY
$44.13 - $48.37 $7,016 - $7,690
159 Added 0.32%
49,427 $2.39 Billion
Q1 2023

Sep 12, 2023
BUY
$40.25 - $45.09 $1.98 Million - $2.22 Million
49,268 New
49,268 $2.22 Billion

Others Institutions Holding JEPQ

# of Institutions
835
Shares Held
241M
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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