Cambridge Advisors Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History

Cambridge Advisors Inc.

  • $499 Million
  • Q4 2025

A detailed history of Cambridge Advisors Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Cambridge Advisors Inc. holds 208,509 shares of JEPQ stock, worth $12.1 Million. This represents 2.42% of its overall portfolio holdings.

Number of Shares
208,509
Previous 206,939 0.76%
Holding current value
$12.1 Million
Previous $11.9 Million 1.28%
% of portfolio
2.42%
Previous 2.42%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 21, 2026
BUY
$56.33 - $59.22 $88,438 - $92,975
1,570 Added 0.76%
208,509 $12.1 Million
Q3 2025

Oct 15, 2025
BUY
$53.81 - $57.52 $1.36 Million - $1.46 Million
25,316 Added 13.94%
206,939 $11.9 Million
Q2 2025

Jul 16, 2025
SELL
$45.88 - $54.4 $109,928 - $130,342
-2,396 Reduced 1.3%
181,623 $9.88 Million
Q1 2025

Apr 24, 2025
BUY
$51.45 - $58.51 $337,151 - $383,416
6,553 Added 3.69%
184,019 $9.53 Million
Q4 2024

Jan 16, 2025
BUY
$53.94 - $58.15 $1.26 Million - $1.36 Million
23,314 Added 15.12%
177,466 $10 Million
Q3 2024

Oct 23, 2024
BUY
$49.7 - $56.11 $447,797 - $505,551
9,010 Added 6.21%
154,152 $8.47 Million
Q2 2024

Jul 11, 2024
BUY
$50.84 - $55.56 $299,295 - $327,081
5,887 Added 4.23%
145,142 $8.06 Million
Q1 2024

Apr 16, 2024
BUY
$49.02 - $54.29 $828,388 - $917,446
16,899 Added 13.81%
139,255 $7.55 Million
Q4 2023

Jan 16, 2024
BUY
$45.1 - $50.32 $2.03 Million - $2.27 Million
45,117 Added 58.41%
122,356 $6.11 Million
Q3 2023

Oct 18, 2023
BUY
$46.47 - $49.43 $1.51 Million - $1.6 Million
32,463 Added 72.5%
77,239 $3.62 Million
Q2 2023

Jul 13, 2023
BUY
$44.13 - $48.37 $596,902 - $654,252
13,526 Added 43.28%
44,776 $2.17 Million
Q1 2023

Apr 13, 2023
BUY
$40.25 - $45.09 $227,654 - $255,029
5,656 Added 22.1%
31,250 $1.41 Million
Q4 2022

Jan 23, 2023
BUY
$40.31 - $44.62 $151,122 - $167,280
3,749 Added 17.16%
25,594 $0
Q3 2022

Oct 17, 2022
BUY
$41.65 - $49.9 $620,876 - $743,859
14,907 Added 214.86%
21,845 $910,000
Q2 2022

Jul 18, 2022
BUY
$44.06 - $51.1 $305,688 - $354,531
6,938 New
6,938 $317,000

Others Institutions Holding JEPQ

# of Institutions
923
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
Track This Portfolio

Track Cambridge Advisors Inc. Portfolio

Follow Cambridge Advisors Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cambridge Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cambridge Advisors Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email