Kapstone Financial Advisors LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Kapstone Financial Advisors LLC

  • $187 Billion
  • Q4 2024

A detailed history of Kapstone Financial Advisors LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Kapstone Financial Advisors LLC holds 3,976 shares of JEPQ stock, worth $213,749. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,976
Previous 4,525 12.13%
Holding current value
$213,749
Previous $248 Million 8.01%
% of portfolio
0.12%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
SELL
$53.94 - $58.15 $29,613 - $31,924
-549 Reduced 12.13%
3,976 $228 Million
Q3 2024

Nov 06, 2024
BUY
$49.7 - $56.11 $38,666 - $43,653
778 Added 20.76%
4,525 $248 Million
Q2 2024

Aug 02, 2024
BUY
$50.84 - $55.56 $190,497 - $208,183
3,747 New
3,747 $208 Million

Others Institutions Holding JEPQ

# of Institutions
773
Shares Held
137M
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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