Strategic Financial Concepts, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Strategic Financial Concepts, LLC

  • $688 Billion
  • Q3 2025

A detailed history of Strategic Financial Concepts, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 18,419 shares of JEPQ stock, worth $1.06 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
18,419
Previous 17,380 5.98%
Holding current value
$1.06 Million
Previous $945 Million 12.06%
% of portfolio
0.15%
Previous 0.13%

Shares

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

Nov 12, 2025
BUY
$53.81 - $57.52 $55,908 - $59,763
1,039 Added 5.98%
18,419 $1.06 Billion
Q2 2025

Aug 05, 2025
SELL
$45.88 - $54.4 $66,617 - $78,988
-1,452 Reduced 7.71%
17,380 $945 Million
Q1 2025

Apr 28, 2025
SELL
$51.45 - $58.51 $37,867 - $43,063
-736 Reduced 3.76%
18,832 $975 Million
Q4 2024

Jan 30, 2025
SELL
$53.94 - $58.15 $53.4 Million - $57.5 Million
-989,452 Reduced 98.06%
19,568 $1.1 Billion
Q4 2024

Jan 27, 2025
BUY
$53.94 - $58.15 $53.5 Million - $57.6 Million
991,227 Added 5570.88%
1,009,020 $1.1 Billion
Q3 2024

Nov 12, 2024
SELL
$49.7 - $56.11 $45.5 Million - $51.4 Million
-915,270 Reduced 98.09%
17,793 $977 Million
Q2 2024

Aug 06, 2024
BUY
$50.84 - $55.56 $46.9 Million - $51.3 Million
922,558 Added 8782.08%
933,063 $65 Million
Q1 2024

Apr 22, 2024
BUY
$49.02 - $54.29 $514,955 - $570,316
10,505 New
10,505 $570 Million
Q3 2023

Nov 07, 2023
SELL
$46.47 - $49.43 $11,617 - $12,357
-250 Reduced 3.52%
6,850 $321 Million
Q2 2023

Sep 06, 2023
BUY
$44.13 - $48.37 $313,323 - $343,427
7,100 New
7,100 $343 Million

Others Institutions Holding JEPQ

# of Institutions
910
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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