Capital Analysts, LLC J P MORGAN EXCHANGE TRADED F Transaction History

Capital Analysts, LLC

  • $3.43 Billion
  • Q3 2025
Number of Shares
11,033
Previous 10,831 1.87%
Holding current value
$717,000
Previous $678,000 5.75%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 14, 2025
BUY
N/A
202 Added 1.87%
11,033 $717,000
Q2 2025

Aug 13, 2025
BUY
N/A
1,209 Added 12.56%
10,831 $678,000
Q1 2025

May 14, 2025
BUY
N/A
7,248 Added 305.31%
9,622 $574,000
Q4 2024

Feb 14, 2025
BUY
N/A
2,374 New
2,374 $147,000
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