Tcfg Wealth Management, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Tcfg Wealth Management, LLC

  • $242 Billion
  • Q3 2025

A detailed history of Tcfg Wealth Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Tcfg Wealth Management, LLC holds 313,666 shares of JEPQ stock, worth $18.1 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
313,666
Previous 16,100 1848.24%
Holding current value
$18.1 Million
Previous $876 Million 32.7%
% of portfolio
0.48%
Previous 0.4%

Shares

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

Nov 21, 2025
SELL
$53.81 - $57.52 $15.5 Million - $16.6 Million
-288,418 Reduced 91.95%
25,248 $1.45 Billion
Q3 2025

Nov 18, 2025
BUY
$53.81 - $57.52 $16 Million - $17.1 Million
297,566 Added 1848.24%
313,666 $1.16 Billion
Q2 2025

Jul 22, 2025
BUY
$45.88 - $54.4 $738,668 - $875,840
16,100 New
16,100 $876 Million
Q4 2024

Jan 30, 2025
BUY
$53.94 - $58.15 $707,962 - $763,218
13,125 Added 25.89%
63,816 $3.6 Billion
Q3 2024

Oct 15, 2024
BUY
$49.7 - $56.11 $2.52 Million - $2.84 Million
50,691 New
50,691 $2.78 Billion

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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