Signature Estate & Investment Advisors LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Signature Estate & Investment Advisors LLC

$4.21 Billion
Q2 2025

A detailed history of Signature Estate & Investment Advisors LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Signature Estate & Investment Advisors LLC holds 585,233 shares of JEPQ stock, worth $32.4 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares

585,233

Previous 485,351 20.58%

Holding current value

$32.4 Million

Previous $25.1 Million 26.68%

% of portfolio

0.76%

Previous 0.67%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	BUY	$45.88 - $54.4 $4.58 Million - $5.43 Million	99,882 Added 20.58%	585,233 $31.8 Million
Q1 2025 May 15, 2025	SELL	$51.45 - $58.51 $532,044 - $605,051	-10,341 Reduced 2.09%	485,351 $25.1 Million
Q4 2024 Feb 11, 2025	SELL	$53.94 - $58.15 $1.39 Million - $1.5 Million	-25,854 Reduced 4.96%	495,692 $27.9 Million
Q3 2024 Nov 06, 2024	BUY	$49.7 - $56.11 $6.09 Million - $6.87 Million	122,446 Added 30.68%	521,546 $28.6 Million
Q2 2024 Jul 25, 2024	BUY	$50.84 - $55.56 $20 Million - $21.9 Million	393,674 Added 7255.33%	399,100 $22.2 Million
Q1 2024 May 10, 2024	BUY	$49.02 - $54.29 $265,982 - $294,577	5,426 New	5,426 $294,000

Others Institutions Holding JEPQ

# of Institutions

838

Shares Held

244M

Call Options Held

679K

Put Options Held

672K

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 Signature Estate & Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Signature Estate & Investment Advisors LLC with notifications on news.

Account

Signature Estate & Investment Advisors LLC J P Morgan ETF Tr Nasdaq Equit Transaction History