Xml Financial, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Xml Financial, LLC

  • $1.2 Billion
  • Q3 2025

A detailed history of Xml Financial, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Xml Financial, LLC holds 6,255 shares of JEPQ stock, worth $361,664. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,255
Previous 7,355 14.96%
Holding current value
$361,664
Previous $400,000 10.25%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Oct 20, 2025
SELL
$53.81 - $57.52 $59,191 - $63,272
-1,100 Reduced 14.96%
6,255 $359,000
Q2 2025

Jul 17, 2025
BUY
$45.88 - $54.4 $60,791 - $72,080
1,325 Added 21.97%
7,355 $400,000
Q1 2025

Apr 22, 2025
BUY
$51.45 - $58.51 $47,591 - $54,121
925 Added 18.12%
6,030 $312,000
Q4 2024

Jan 17, 2025
BUY
$53.94 - $58.15 $12,136 - $13,083
225 Added 4.61%
5,105 $287,000
Q3 2024

Nov 01, 2024
BUY
$49.7 - $56.11 $242,536 - $273,816
4,880 New
4,880 $268,000

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
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