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 $3.15 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
54,486
Previous 451,024 87.92%
Holding current value
$3.15 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
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
Track This Portfolio

Track Teamwork Financial Advisors, LLC Portfolio

Follow Teamwork Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Teamwork Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Teamwork Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email