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

Capital Advisors Inc

  • $4.86 Billion
  • Q3 2024

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 811,749 shares of JEPQ stock, worth $47.2 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares
811,749
Previous 606,990 33.73%
Holding current value
$47.2 Million
Previous $33.7 Million 32.36%
% of portfolio
0.92%
Previous 0.71%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
630
Shares Held
118M
Call Options Held
292K
Put Options Held
264K
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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