Sterling Investment Advisors, Ltd. J P Morgan ETF Tr Nasdaq Equit Transaction History

Sterling Investment Advisors, Ltd.

  • $426 Million
  • Q2 2025

A detailed history of Sterling Investment Advisors, Ltd. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Sterling Investment Advisors, Ltd. holds 22,994 shares of JEPQ stock, worth $1.27 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
22,994
Previous 19,866 15.75%
Holding current value
$1.27 Million
Previous $1.03 Million 21.6%
% of portfolio
0.29%
Previous 0.26%

Shares

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

Jul 17, 2025
BUY
$45.88 - $54.4 $143,512 - $170,163
3,128 Added 15.75%
22,994 $1.25 Million
Q1 2025

May 07, 2025
BUY
$51.45 - $58.51 $699,462 - $795,443
13,595 Added 216.79%
19,866 $1.03 Million
Q4 2024

Feb 04, 2025
BUY
$53.94 - $58.15 $338,257 - $364,658
6,271 New
6,271 $353,000

Others Institutions Holding JEPQ

# of Institutions
831
Shares Held
241M
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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