Td Private Client Wealth LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Td Private Client Wealth LLC

$4.07 Trillion
Q2 2025

A detailed history of Td Private Client Wealth LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Td Private Client Wealth LLC holds 863 shares of JEPQ stock, worth $47,534. This represents 0.0% of its overall portfolio holdings.

Number of Shares

863

Previous 1,166 25.99%

Holding current value

$47,534

Previous $60.4 Million 22.24%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	SELL	$45.88 - $54.4 $13,901 - $16,483	-303 Reduced 25.99%	863 $46.9 Million
Q4 2024 Feb 11, 2025	SELL	$53.94 - $58.15 $161 - $174	-3 Reduced 0.26%	1,166 $65.7 Million
Q3 2024 Nov 18, 2024	SELL	$49.7 - $56.11 $1,491 - $1,683	-30 Reduced 2.5%	1,169 $64.2 Million
Q2 2024 Aug 14, 2024	BUY	$50.84 - $55.56 $60,957 - $66,616	1,199 New	1,199 $66.5 Million
Q1 2024 Aug 16, 2024	BUY	$49.02 - $54.29 $34,363 - $38,057	701 Added 211.78%	1,032 $56 Million
Q4 2023 Aug 16, 2024	SELL	$45.1 - $50.32 $11,049 - $12,328	-245 Reduced 42.53%	331 $16.5 Million
Q2 2023 Aug 16, 2024	BUY	$44.13 - $48.37 $25,418 - $27,861	576 New	576 $27.9 Million
Q4 2022 Aug 16, 2024	SELL	$40.31 - $44.62 $36,762 - $40,693	-912 Closed	0 $0
Q3 2022 Aug 16, 2024	SELL	$41.65 - $49.9 $11,953 - $14,321	-287 Reduced 23.94%	912 $38 Million

Others Institutions Holding JEPQ

# of Institutions

826

Shares Held

240M

Call Options Held

679K

Put Options Held

672K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

Ticker JEPQ
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Td Private Client Wealth LLC J P Morgan ETF Tr Nasdaq Equit Transaction History