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

Capital Asset Advisory Services LLC

  • $2.01 Billion
  • Q3 2024

A detailed history of Capital Asset Advisory Services LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Capital Asset Advisory Services LLC holds 14,221 shares of JEPQ stock, worth $826,951. This represents 0.04% of its overall portfolio holdings.

Number of Shares
14,221
Previous 13,563 4.85%
Holding current value
$826,951
Previous $752,000 3.86%
% of portfolio
0.04%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
BUY
$49.7 - $56.11 $32,702 - $36,920
658 Added 4.85%
14,221 $781,000
Q2 2024

Jul 24, 2024
BUY
$50.84 - $55.56 $10,574 - $11,556
208 Added 1.56%
13,563 $752,000
Q1 2024

Apr 16, 2024
SELL
$49.02 - $54.29 $87,353 - $96,744
-1,782 Reduced 11.77%
13,355 $724,000
Q4 2023

Jan 09, 2024
BUY
$45.1 - $50.32 $682,678 - $761,693
15,137 New
15,137 $755,000

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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