Xcel Wealth Management, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Xcel Wealth Management, LLC

  • $334 Million
  • Q2 2025

A detailed history of Xcel Wealth Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Xcel Wealth Management, LLC holds 12,659 shares of JEPQ stock, worth $697,257. This represents 0.21% of its overall portfolio holdings.

Number of Shares
12,659
Previous 10,675 18.59%
Holding current value
$697,257
Previous $552,000 24.64%
% of portfolio
0.21%
Previous 0.18%

Shares

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

Jul 15, 2025
BUY
$45.88 - $54.4 $91,025 - $107,929
1,984 Added 18.59%
12,659 $688,000
Q1 2025

Apr 28, 2025
BUY
$51.45 - $58.51 $25,827 - $29,372
502 Added 4.93%
10,675 $552,000
Q4 2024

Feb 05, 2025
BUY
$53.94 - $58.15 $161 - $174
3 Added 0.03%
10,173 $573,000
Q3 2024

Oct 21, 2024
BUY
$49.7 - $56.11 $42,841 - $48,366
862 Added 9.26%
10,170 $558,000
Q2 2024

Jul 23, 2024
BUY
$50.84 - $55.56 $57,805 - $63,171
1,137 Added 13.92%
9,308 $516,000
Q1 2024

Apr 22, 2024
BUY
$49.02 - $54.29 $51,520 - $57,058
1,051 Added 14.76%
8,171 $443,000
Q4 2023

Jan 29, 2024
BUY
$45.1 - $50.32 $16,055 - $17,913
356 Added 5.26%
7,120 $355,000
Q3 2023

Oct 17, 2023
SELL
$46.47 - $49.43 $2.1 Million - $2.24 Million
-45,259 Reduced 87.0%
6,764 $317,000
Q2 2023

Jul 26, 2023
BUY
$44.13 - $48.37 $893,411 - $979,250
20,245 Added 63.71%
52,023 $2.52 Million
Q1 2023

Apr 25, 2023
BUY
$40.25 - $45.09 $321,637 - $360,314
7,991 Added 33.59%
31,778 $1.43 Million
Q4 2022

Jan 19, 2023
BUY
$40.31 - $44.62 $108,232 - $119,804
2,685 Added 12.72%
23,787 $971,000
Q3 2022

Oct 20, 2022
BUY
$41.65 - $49.9 $878,898 - $1.05 Million
21,102 New
21,102 $879,000

Others Institutions Holding JEPQ

# of Institutions
826
Shares Held
240M
Call Options Held
679K
Put Options Held
672K
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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