Spire Wealth Management J P Morgan ETF Tr Nasdaq Equit Transaction History

Spire Wealth Management

  • $2.74 Billion
  • Q3 2025

A detailed history of Spire Wealth Management transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Spire Wealth Management holds 52,037 shares of JEPQ stock, worth $3.01 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
52,037
Previous 65,424 20.46%
Holding current value
$3.01 Million
Previous $3.56 Million 15.9%
% of portfolio
0.11%
Previous 0.13%

Shares

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

Oct 23, 2025
SELL
$53.81 - $57.52 $720,354 - $770,020
-13,387 Reduced 20.46%
52,037 $2.99 Million
Q2 2025

Aug 04, 2025
SELL
$45.88 - $54.4 $195,724 - $232,070
-4,266 Reduced 6.12%
65,424 $3.56 Million
Q1 2025

Apr 23, 2025
BUY
$51.45 - $58.51 $619,303 - $704,284
12,037 Added 20.88%
69,690 $3.61 Million
Q4 2024

Jan 24, 2025
BUY
$53.94 - $58.15 $3.11 Million - $3.35 Million
57,653 New
57,653 $3.25 Million

Others Institutions Holding JEPQ

# of Institutions
908
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
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