Yarger Wealth Strategies, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Yarger Wealth Strategies, LLC

  • $183 Million
  • Q3 2025

A detailed history of Yarger Wealth Strategies, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Yarger Wealth Strategies, LLC holds 9,662 shares of JEPQ stock, worth $558,656. This represents 0.3% of its overall portfolio holdings.

Number of Shares
9,662
Previous 9,514 1.56%
Holding current value
$558,656
Previous $517,000 7.35%
% of portfolio
0.3%
Previous 0.31%

Shares

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

Nov 03, 2025
BUY
$53.81 - $57.52 $7,963 - $8,512
148 Added 1.56%
9,662 $555,000
Q2 2025

Jul 25, 2025
BUY
$45.88 - $54.4 $71,435 - $84,700
1,557 Added 19.57%
9,514 $517,000
Q1 2025

Apr 15, 2025
BUY
$51.45 - $58.51 $409,387 - $465,564
7,957 New
7,957 $412,000

Others Institutions Holding JEPQ

# of Institutions
907
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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