Wetherby Asset Management Inc J P Morgan ETF Tr Nasdaq Equit Transaction History

Wetherby Asset Management Inc

  • $2.38 Billion
  • Q3 2025

A detailed history of Wetherby Asset Management Inc transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Wetherby Asset Management Inc holds 3,531 shares of JEPQ stock, worth $204,162. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,531
Holding current value
$204,162
% of portfolio
0.01%

Shares

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

Nov 14, 2025
BUY
$53.81 - $57.52 $190,003 - $203,103
3,531 New
3,531 $203,000
Q4 2024

Feb 14, 2025
BUY
$53.94 - $58.15 $1,726 - $1,860
32 Added 0.84%
3,841 $216,000
Q3 2024

Nov 14, 2024
BUY
$49.7 - $56.11 $3,578 - $4,039
72 Added 1.93%
3,809 $209,000
Q2 2024

Aug 14, 2024
SELL
$50.84 - $55.56 $29,029 - $31,724
-571 Reduced 13.25%
3,737 $207,000
Q1 2024

May 15, 2024
SELL
$49.02 - $54.29 $5,686 - $6,297
-116 Reduced 2.62%
4,308 $233,000
Q4 2023

Feb 14, 2024
BUY
$45.1 - $50.32 $199,522 - $222,615
4,424 New
4,424 $220,000

Others Institutions Holding JEPQ

# of Institutions
908
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
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