Teamwork Financial Advisors, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Teamwork Financial Advisors, LLC

  • $869 Million
  • Q3 2025

A detailed history of Teamwork Financial Advisors, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Teamwork Financial Advisors, LLC holds 54,486 shares of JEPQ stock, worth $3.11 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
54,486
Previous 451,024 87.92%
Holding current value
$3.11 Million
Previous $24.5 Million 87.23%
% of portfolio
0.36%
Previous 3.17%

Shares

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

Oct 08, 2025
SELL
$53.81 - $57.52 $21.3 Million - $22.8 Million
-396,538 Reduced 87.92%
54,486 $3.13 Million
Q2 2025

Jul 07, 2025
SELL
$45.88 - $54.4 $4.93 Million - $5.84 Million
-107,404 Reduced 19.23%
451,024 $24.5 Million
Q1 2025

Apr 10, 2025
BUY
$51.45 - $58.51 $25 Million - $28.4 Million
484,990 Added 660.41%
558,428 $28.9 Million
Q4 2024

Jan 17, 2025
BUY
$53.94 - $58.15 $451,801 - $487,064
8,376 Added 12.87%
73,438 $4.14 Million
Q3 2024

Oct 16, 2024
SELL
$49.7 - $56.11 $1.96 Million - $2.21 Million
-39,442 Reduced 37.74%
65,062 $3.57 Million
Q2 2024

Aug 06, 2024
SELL
$50.84 - $55.56 $8.2 Million - $8.97 Million
-161,373 Reduced 60.69%
104,504 $5.8 Million
Q1 2024

Apr 19, 2024
BUY
$49.02 - $54.29 $2.65 Million - $2.93 Million
53,968 Added 25.47%
265,877 $14.4 Million
Q4 2023

Jan 19, 2024
BUY
$45.1 - $50.32 $790,242 - $881,707
17,522 Added 9.01%
211,909 $10.6 Million
Q3 2023

Oct 31, 2023
BUY
$46.47 - $49.43 $6.47 Million - $6.88 Million
139,209 Added 252.29%
194,387 $9.12 Million
Q2 2023

Jul 17, 2023
BUY
$44.13 - $48.37 $2.44 Million - $2.67 Million
55,178 New
55,178 $2.67 Million

Others Institutions Holding JEPQ

# of Institutions
867
Shares Held
164M
Call Options Held
1.34M
Put Options Held
666K
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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