Capital Advisors Inc J P Morgan ETF Tr Nasdaq Equit Transaction History

Capital Advisors Inc

  • $5.86 Billion
  • Q3 2025

A detailed history of Capital Advisors Inc transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Capital Advisors Inc holds 1,090,035 shares of JEPQ stock, worth $63 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares
1,090,035
Previous 956,848 13.92%
Holding current value
$63 Million
Previous $52.1 Million 20.45%
% of portfolio
1.07%
Previous 0.96%

Shares

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

Oct 21, 2025
BUY
$53.81 - $57.52 $7.17 Million - $7.66 Million
133,187 Added 13.92%
1,090,035 $62.7 Million
Q2 2025

Jul 22, 2025
BUY
$45.88 - $54.4 $984,676 - $1.17 Million
21,462 Added 2.29%
956,848 $52.1 Million
Q1 2025

Apr 29, 2025
BUY
$51.45 - $58.51 $3.21 Million - $3.65 Million
62,399 Added 7.15%
935,386 $48.4 Million
Q4 2024

Jan 29, 2025
BUY
$53.94 - $58.15 $3.3 Million - $3.56 Million
61,238 Added 7.54%
872,987 $49.2 Million
Q3 2024

Oct 28, 2024
BUY
$49.7 - $56.11 $10.2 Million - $11.5 Million
204,759 Added 33.73%
811,749 $44.6 Million
Q2 2024

Jul 31, 2024
BUY
$50.84 - $55.56 $6.84 Million - $7.47 Million
134,488 Added 28.46%
606,990 $33.7 Million
Q1 2024

Apr 29, 2024
SELL
$49.02 - $54.29 $52,549 - $58,198
-1,072 Reduced 0.23%
472,502 $25.6 Million
Q4 2023

Jan 29, 2024
BUY
$45.1 - $50.32 $21.4 Million - $23.8 Million
473,574 New
473,574 $23.6 Million

Others Institutions Holding JEPQ

# of Institutions
917
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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