Stone Crest Wealth Management, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History

Stone Crest Wealth Management, Inc.

$210 Billion
Q2 2025

A detailed history of Stone Crest Wealth Management, Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Stone Crest Wealth Management, Inc. holds 91,619 shares of JEPQ stock, worth $5.02 Million. This represents 2.37% of its overall portfolio holdings.

Number of Shares

91,619

Previous 88,882 3.08%

Holding current value

$5.02 Million

Previous $4.6 Billion 8.3%

% of portfolio

2.37%

Previous 2.92%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	BUY	$45.88 - $54.4 $125,573 - $148,892	2,737 Added 3.08%	91,619 $4.98 Billion
Q1 2025 Apr 11, 2025	BUY	$51.45 - $58.51 $56,955 - $64,770	1,107 Added 1.26%	88,882 $4.6 Billion
Q4 2024 Jan 15, 2025	BUY	$53.94 - $58.15 $193,105 - $208,177	3,580 Added 4.25%	87,775 $4.95 Billion
Q3 2024 Oct 08, 2024	SELL	$49.7 - $56.11 $132,699 - $149,813	-2,670 Reduced 3.07%	84,195 $4.62 Billion
Q2 2024 Jul 15, 2024	SELL	$50.84 - $55.56 $801,035 - $875,403	-15,756 Reduced 15.35%	86,865 $4.82 Billion
Q1 2024 Apr 22, 2024	SELL	$49.02 - $54.29 $456,621 - $505,711	-9,315 Reduced 8.32%	102,621 $5.57 Billion
Q4 2023 Jan 22, 2024	BUY	$45.1 - $50.32 $5.05 Million - $5.63 Million	111,936 New	111,936 $5.59 Billion

Others Institutions Holding JEPQ

# of Institutions

835

Shares Held

241M

Call Options Held

679K

Put Options Held

672K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

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Stone Crest Wealth Management, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History