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

Sheets Smith Wealth Management

$856 Million
Q3 2025

A detailed history of Sheets Smith Wealth Management transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Sheets Smith Wealth Management holds 119,018 shares of JEPQ stock, worth $6.8 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

119,018

Previous 67,147 77.25%

Holding current value

$6.8 Million

Previous $3.65 Million 87.43%

% of portfolio

0.8%

Previous 0.44%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 16, 2025	BUY	$53.81 - $57.52 $2.79 Million - $2.98 Million	51,871 Added 77.25%	119,018 $6.85 Million
Q2 2025 Jul 15, 2025	BUY	$45.88 - $54.4 $1.64 Million - $1.94 Million	35,746 Added 113.84%	67,147 $3.65 Million
Q1 2025 Apr 23, 2025	BUY	$51.45 - $58.51 $592,755 - $674,093	11,521 Added 57.95%	31,401 $1.63 Million
Q4 2024 Jan 17, 2025	BUY	$53.94 - $58.15 $194,885 - $210,095	3,613 Added 22.21%	19,880 $1.12 Million
Q3 2024 Nov 01, 2024	BUY	$49.7 - $56.11 $165,848 - $187,239	3,337 Added 25.81%	16,267 $893,000
Q2 2024 Jul 30, 2024	BUY	$50.84 - $55.56 $8,134 - $8,889	160 Added 1.25%	12,930 $717,000
Q1 2024 May 08, 2024	BUY	$49.02 - $54.29 $22,059 - $24,430	450 Added 3.65%	12,770 $692,000
Q3 2023 Oct 23, 2023	BUY	$46.47 - $49.43 $7,435 - $7,908	160 Added 1.32%	12,320 $578,000
Q2 2023 Aug 09, 2023	BUY	$44.13 - $48.37 $20,741 - $22,733	470 Added 4.02%	12,160 $588,000
Q1 2023 May 26, 2023	BUY	$40.25 - $45.09 $468,711 - $525,073	11,645 Added 25877.78%	11,690 $527,000
Q1 2023 May 12, 2023	BUY	$40.25 - $45.09 $1,811 - $2,029	45 New	45 $2,000

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

Ticker JEPQ
Sector ETFs
Industry ETFs

More about JEPQ

Track This Portfolio

Portfolio Update

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

News

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

Account

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