Wealth Effects LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Wealth Effects LLC

  • $268 Million
  • Q3 2025

A detailed history of Wealth Effects LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Wealth Effects LLC holds 24,164 shares of JEPQ stock, worth $1.4 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
24,164
Previous 30,687 21.26%
Holding current value
$1.4 Million
Previous $1.67 Million 16.78%
% of portfolio
0.52%
Previous 0.69%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
$53.81 - $57.52 $351,002 - $375,202
-6,523 Reduced 21.26%
24,164 $1.39 Million
Q2 2025

Jul 15, 2025
SELL
$45.88 - $54.4 $29,684 - $35,196
-647 Reduced 2.06%
30,687 $1.67 Million
Q1 2025

Apr 23, 2025
SELL
$51.45 - $58.51 $409,284 - $465,447
-7,955 Reduced 20.25%
31,334 $1.62 Million
Q4 2024

Jan 22, 2025
BUY
$53.94 - $58.15 $263,712 - $284,295
4,889 Added 14.21%
39,289 $2.22 Million
Q3 2024

Oct 21, 2024
BUY
$49.7 - $56.11 $217,835 - $245,930
4,383 Added 14.6%
34,400 $1.89 Million
Q2 2024

Aug 02, 2024
SELL
$50.84 - $55.56 $102,696 - $112,231
-2,020 Reduced 6.31%
30,017 $1.67 Million
Q1 2024

Apr 22, 2024
BUY
$49.02 - $54.29 $88,726 - $98,264
1,810 Added 5.99%
32,037 $1.74 Million
Q4 2023

Jan 29, 2024
BUY
$45.1 - $50.32 $256,032 - $285,666
5,677 Added 23.12%
30,227 $1.51 Million
Q3 2023

Oct 16, 2023
BUY
$46.47 - $49.43 $309,490 - $329,203
6,660 Added 37.23%
24,550 $1.15 Million
Q2 2023

Jul 18, 2023
BUY
$44.13 - $48.37 $457,407 - $501,355
10,365 Added 137.74%
17,890 $865,000
Q1 2023

May 04, 2023
BUY
$40.25 - $45.09 $302,881 - $339,302
7,525 New
7,525 $339,000

Others Institutions Holding JEPQ

# of Institutions
909
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 Wealth Effects LLC Portfolio

Follow Wealth Effects 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 Wealth Effects LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Effects LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email