Valmark Advisers, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History

Valmark Advisers, Inc.

$7.6 Billion
Q3 2025

A detailed history of Valmark Advisers, Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Valmark Advisers, Inc. holds 35,788 shares of JEPQ stock, worth $2.04 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

35,788

Previous 18,187 96.78%

Holding current value

$2.04 Million

Previous $989,000 108.09%

% of portfolio

0.03%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$53.81 - $57.52 $947,109 - $1.01 Million	17,601 Added 96.78%	35,788 $2.06 Million
Q2 2025 Jul 23, 2025	SELL	$45.88 - $54.4 $25,830 - $30,627	-563 Reduced 3.0%	18,187 $989,000
Q1 2025 Apr 22, 2025	SELL	$51.45 - $58.51 $336,225 - $382,362	-6,535 Reduced 25.85%	18,750 $970,000
Q4 2024 Jan 30, 2025	BUY	$53.94 - $58.15 $477,908 - $515,209	8,860 Added 53.94%	25,285 $1.43 Million
Q3 2024 Oct 25, 2024	BUY	$49.7 - $56.11 $131,555 - $148,523	2,647 Added 19.21%	16,425 $902,000
Q2 2024 Jul 31, 2024	BUY	$50.84 - $55.56 $172,500 - $188,515	3,393 Added 32.67%	13,778 $764,000
Q1 2024 May 03, 2024	BUY	$49.02 - $54.29 $291,669 - $323,025	5,950 Added 134.16%	10,385 $563,000
Q4 2023 Feb 02, 2024	BUY	$45.1 - $50.32 $200,018 - $223,169	4,435 New	4,435 $221,000

Others Institutions Holding JEPQ

# of Institutions

884

Shares Held

165M

Call Options Held

1.34M

Put Options Held

671K

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About J P MORGAN ETF TR NASDAQ EQUIT

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Valmark Advisers, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History