Vision Point Advisory Group, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Vision Point Advisory Group, LLC

$473 Million
Q3 2025

A detailed history of Vision Point Advisory Group, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 4,287 shares of JEPQ stock, worth $244,873. This represents 0.05% of its overall portfolio holdings.

Number of Shares

4,287

Previous 4,085 4.94%

Holding current value

$244,873

Previous $222,000 10.81%

% of portfolio

0.05%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 07, 2025	BUY	$53.81 - $57.52 $10,869 - $11,619	202 Added 4.94%	4,287 $246,000
Q2 2025 Jul 09, 2025	BUY	$45.88 - $54.4 $7,432 - $8,812	162 Added 4.13%	4,085 $222,000
Q1 2025 Apr 23, 2025	SELL	$51.45 - $58.51 $7,460 - $8,483	-145 Reduced 3.56%	3,923 $203,000
Q4 2024 Feb 03, 2025	BUY	$53.94 - $58.15 $4,045 - $4,361	75 Added 1.88%	4,068 $229,000
Q3 2024 Oct 15, 2024	BUY	$49.7 - $56.11 $25,297 - $28,559	509 Added 14.61%	3,993 $219,000
Q2 2024 Aug 01, 2024	BUY	$50.84 - $55.56 $90,698 - $99,119	1,784 Added 104.94%	3,484 $193,000
Q4 2023 Feb 07, 2024	BUY	$45.1 - $50.32 $76,670 - $85,544	1,700 New	1,700 $84,000

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

Ticker JEPQ
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Vision Point Advisory Group, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History