Capital Advisory Group Advisory Services, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Capital Advisory Group Advisory Services, LLC

  • $315 Million
  • Q3 2025

A detailed history of Capital Advisory Group Advisory Services, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Capital Advisory Group Advisory Services, LLC holds 7,912 shares of JEPQ stock, worth $457,471. This represents 0.14% of its overall portfolio holdings.

Number of Shares
7,912
Previous 5,094 55.32%
Holding current value
$457,471
Previous $277,000 64.26%
% of portfolio
0.14%
Previous 0.1%

Shares

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

Oct 29, 2025
BUY
$53.81 - $57.52 $151,636 - $162,091
2,818 Added 55.32%
7,912 $455,000
Q2 2025

Jul 10, 2025
SELL
$45.88 - $54.4 $11,470 - $13,600
-250 Reduced 4.68%
5,094 $277,000
Q1 2025

Apr 15, 2025
BUY
$51.45 - $58.51 $80,210 - $91,217
1,559 Added 41.19%
5,344 $276,000
Q3 2024

Oct 15, 2024
BUY
$49.7 - $56.11 $188,114 - $212,376
3,785 New
3,785 $207,000

Others Institutions Holding JEPQ

# of Institutions
909
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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