Retirement Guys Formula LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Retirement Guys Formula LLC

  • $252 Million
  • Q2 2025

A detailed history of Retirement Guys Formula LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Retirement Guys Formula LLC holds 53,309 shares of JEPQ stock, worth $3.05 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares
53,309
Previous 45,405 17.41%
Holding current value
$3.05 Million
Previous $2.35 Million 23.35%
% of portfolio
1.15%
Previous 1.22%

Shares

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

Jul 15, 2025
BUY
$45.88 - $54.4 $362,635 - $429,977
7,904 Added 17.41%
53,309 $2.9 Million
Q1 2025

Apr 23, 2025
BUY
$51.45 - $58.51 $2.34 Million - $2.66 Million
45,405 New
45,405 $2.35 Million

Others Institutions Holding JEPQ

# of Institutions
860
Shares Held
164M
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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