Sheets Smith Investment Management J P Morgan ETF Tr Nasdaq Equit Transaction History

Sheets Smith Investment Management

  • $139 Million
  • Q3 2025

A detailed history of Sheets Smith Investment Management transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Sheets Smith Investment Management holds 207,747 shares of JEPQ stock, worth $12 Million. This represents 8.58% of its overall portfolio holdings.

Number of Shares
207,747
Previous 83,771 147.99%
Holding current value
$12 Million
Previous $4.56 Million 162.21%
% of portfolio
8.58%
Previous 4.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 08, 2025
BUY
$53.81 - $57.52 $6.67 Million - $7.13 Million
123,976 Added 147.99%
207,747 $11.9 Million
Q2 2025

Oct 08, 2025
BUY
$45.88 - $54.4 $3.84 Million - $4.56 Million
83,771 New
83,771 $4.56 Million

Others Institutions Holding JEPQ

# of Institutions
907
Shares Held
178M
Call Options Held
2.02M
Put Options Held
842K
View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

JEPQ Quotes by TradingView
  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
Track This Portfolio

Track Sheets Smith Investment Management Portfolio

Follow Sheets Smith Investment Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sheets Smith Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Sheets Smith Investment Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email