Compass Financial Services Inc J P Morgan ETF Tr Nasdaq Equit Transaction History

Compass Financial Services Inc

  • $226 Billion
  • Q3 2025

A detailed history of Compass Financial Services Inc transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Compass Financial Services Inc holds 193,941 shares of JEPQ stock, worth $11.2 Million. This represents 4.94% of its overall portfolio holdings.

Number of Shares
193,941
Previous 173,629 11.7%
Holding current value
$11.2 Million
Previous $9.45 Billion 18.1%
% of portfolio
4.94%
Previous 4.57%

Shares

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

Nov 04, 2025
BUY
$53.81 - $57.52 $1.09 Million - $1.17 Million
20,312 Added 11.7%
193,941 $11.2 Billion
Q2 2025

Aug 08, 2025
SELL
$45.88 - $54.4 $2.12 Million - $2.52 Million
-46,302 Reduced 21.05%
173,629 $9.45 Billion
Q1 2025

Jun 10, 2025
BUY
$51.45 - $58.51 $8.49 Million - $9.65 Million
164,998 Added 300.36%
219,931 $11.4 Billion
Q4 2024

Jan 28, 2025
BUY
$53.94 - $58.15 $2.96 Million - $3.19 Million
54,933 New
54,933 $3.1 Billion

Others Institutions Holding JEPQ

# of Institutions
918
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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