Tyler Stone Wealth Management J P Morgan ETF Tr Nasdaq Equit Transaction History

Tyler Stone Wealth Management

$580 Million
Q2 2025

A detailed history of Tyler Stone Wealth Management transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Tyler Stone Wealth Management holds 56,925 shares of JEPQ stock, worth $3.25 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

56,925

Previous 62,510 8.93%

Holding current value

$3.25 Million

Previous $3.24 Million 4.33%

% of portfolio

0.53%

Previous 0.62%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 18, 2025	SELL	$45.88 - $54.4 $256,239 - $303,824	-5,585 Reduced 8.93%	56,925 $3.1 Million
Q1 2025 May 13, 2025	SELL	$51.45 - $58.51 $459,757 - $522,845	-8,936 Reduced 12.51%	62,510 $3.24 Million
Q4 2024 Feb 11, 2025	SELL	$53.94 - $58.15 $315,549 - $340,177	-5,850 Reduced 7.57%	71,446 $4.03 Million
Q3 2024 Nov 04, 2024	BUY	$49.7 - $56.11 $2.44 Million - $2.75 Million	49,047 Added 173.62%	77,296 $4.25 Million
Q2 2024 Aug 14, 2024	BUY	$50.84 - $55.56 $289,482 - $316,358	5,694 Added 25.24%	28,249 $1.57 Million
Q1 2024 May 15, 2024	BUY	$49.02 - $54.29 $300,492 - $332,797	6,130 Added 37.32%	22,555 $1.22 Million
Q4 2023 Feb 14, 2024	BUY	$45.1 - $50.32 $72,836 - $81,266	1,615 Added 10.9%	16,425 $820,000
Q3 2023 Nov 14, 2023	BUY	$46.47 - $49.43 $18,588 - $19,772	400 Added 2.78%	14,810 $695,000
Q2 2023 Aug 14, 2023	BUY	$44.13 - $48.37 $635,913 - $697,011	14,410 New	14,410 $697,000

Others Institutions Holding JEPQ

# of Institutions

884

Shares Held

165M

Call Options Held

1.34M

Put Options Held

671K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

Ticker JEPQ
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Tyler Stone Wealth Management J P Morgan ETF Tr Nasdaq Equit Transaction History