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 $11.9 Million. This represents 8.58% of its overall portfolio holdings.

Number of Shares
207,747
Previous 83,771 147.99%
Holding current value
$11.9 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
862
Shares Held
163M
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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