Capital Investment Advisors, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Capital Investment Advisors, LLC

  • $4.94 Billion
  • Q1 2025

A detailed history of Capital Investment Advisors, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Capital Investment Advisors, LLC holds 35,130 shares of JEPQ stock, worth $1.74 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
35,130
Previous 32,368 8.53%
Holding current value
$1.74 Million
Previous $1.82 Million 0.22%
% of portfolio
0.04%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$51.45 - $58.51 $142,104 - $161,604
2,762 Added 8.53%
35,130 $1.82 Million
Q4 2024

Jan 13, 2025
BUY
$53.94 - $58.15 $195,208 - $210,444
3,619 Added 12.59%
32,368 $1.82 Million
Q3 2024

Oct 17, 2024
BUY
$49.7 - $56.11 $907,571 - $1.02 Million
18,261 Added 174.11%
28,749 $1.58 Million
Q2 2024

Jul 12, 2024
BUY
$50.84 - $55.56 $533,209 - $582,713
10,488 New
10,488 $582,000

Others Institutions Holding JEPQ

# of Institutions
783
Shares Held
139M
Call Options Held
332K
Put Options Held
202K
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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