Silver Oak Securities, Inc J P Morgan ETF Tr Nasdaq Equit Transaction History

Silver Oak Securities, Inc

  • $1.14 Billion
  • Q2 2025

A detailed history of Silver Oak Securities, Inc transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Silver Oak Securities, Inc holds 73,694 shares of JEPQ stock, worth $4.07 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
73,694
Previous 69,632 5.83%
Holding current value
$4.07 Million
Previous $3.61 Million 11.18%
% of portfolio
0.35%
Previous 0.35%

Shares

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

Jul 11, 2025
BUY
$45.88 - $54.4 $186,364 - $220,972
4,062 Added 5.83%
73,694 $4.01 Million
Q1 2025

Apr 28, 2025
BUY
$51.45 - $58.51 $3.58 Million - $4.07 Million
69,632 New
69,632 $3.61 Million
Q4 2024

Jan 27, 2025
BUY
$53.94 - $58.15 $136,252 - $146,886
2,526 Added 4.06%
64,674 $3.65 Million
Q3 2024

Oct 23, 2024
BUY
$49.7 - $56.11 $485,072 - $547,633
9,760 Added 18.63%
62,148 $3.41 Million
Q2 2024

Jul 12, 2024
BUY
$50.84 - $55.56 $76,310 - $83,395
1,501 Added 2.95%
52,388 $2.91 Million
Q1 2024

May 10, 2024
BUY
$49.02 - $54.29 $274,462 - $303,969
5,599 Added 12.36%
50,887 $2.76 Million
Q4 2023

Feb 05, 2024
BUY
$45.1 - $50.32 $526,497 - $587,435
11,674 Added 34.73%
45,288 $2.26 Million
Q3 2023

Nov 20, 2023
BUY
$46.47 - $49.43 $393,275 - $418,326
8,463 Added 33.65%
33,614 $1.58 Million
Q2 2023

Aug 02, 2023
BUY
$44.13 - $48.37 $316,500 - $346,909
7,172 Added 39.89%
25,151 $1.22 Million
Q1 2023

May 05, 2023
BUY
$40.25 - $45.09 $213,003 - $238,616
5,292 Added 41.71%
17,979 $811,000
Q4 2022

Feb 02, 2023
BUY
$40.31 - $44.62 $184,539 - $204,270
4,578 Added 56.46%
12,687 $518,000
Q3 2022

Oct 23, 2023
BUY
$41.65 - $49.9 $352,483 - $422,303
8,463 Added 33.65%
33,614 $1.44 Million
Q3 2022

Oct 20, 2022
BUY
$41.65 - $49.9 $337,739 - $404,639
8,109 New
8,109 $338,000

Others Institutions Holding JEPQ

# of Institutions
829
Shares Held
240M
Call Options Held
679K
Put Options Held
672K
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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