Wealthspan Partners, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Wealthspan Partners, LLC

  • $222 Million
  • Q2 2025

A detailed history of Wealthspan Partners, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Wealthspan Partners, LLC holds 9,078 shares of JEPQ stock, worth $519,987. This represents 0.22% of its overall portfolio holdings.

Number of Shares
9,078
Previous 7,581 19.75%
Holding current value
$519,987
Previous $392,000 25.77%
% of portfolio
0.22%
Previous 0.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
$45.88 - $54.4 $68,682 - $81,436
1,497 Added 19.75%
9,078 $493,000
Q1 2025

Apr 21, 2025
BUY
$51.45 - $58.51 $171,225 - $194,721
3,328 Added 78.25%
7,581 $392,000
Q4 2024

Jan 24, 2025
BUY
$53.94 - $58.15 $229,406 - $247,311
4,253 New
4,253 $239,000

Others Institutions Holding JEPQ

# of Institutions
852
Shares Held
251M
Call Options Held
1.34M
Put Options Held
666K
View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

JEPQ Quotes by TradingView
  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
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