Toth Financial Advisory Corp J P Morgan ETF Tr Nasdaq Equit Transaction History

Toth Financial Advisory Corp

$823 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 21, 2024	SELL	$49.7 - $56.11 $2,634 - $2,973	-53 Closed	0 $0
Q2 2024 Jul 16, 2024	BUY	$50.84 - $55.56 $2,694 - $2,944	53 New	53 $2,000

Others Institutions Holding JEPQ

# of Institutions

832

Shares Held

241M

Call Options Held

679K

Put Options Held

672K

Kingstone Capital Partners Texas, LLC Frisco, TX

86.1M
Shares

$4.72 Billion
0.74% of portfolio
Jpmorgan Chase & CO New York, NY

22.1M
Shares

$1.21 Billion
0.09% of portfolio
Morgan Stanley New York, NY

19.5M
Shares

$1.07 Billion
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

10.9M
Shares

$595 Million
0.23% of portfolio
Bank Of America Corp Charlotte, NC

9.6M
Shares

$526 Million
0.04% of portfolio

About J P MORGAN ETF TR NASDAQ EQUIT

Ticker JEPQ
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