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

Kapstone Financial Advisors LLC

  • $212 Billion
  • Q3 2025

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 4,687 shares of JEPQ stock, worth $271,002. This represents 0.13% of its overall portfolio holdings.

Number of Shares
4,687
Holding current value
$271,002
% of portfolio
0.13%

Shares

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

Nov 07, 2025
BUY
$53.81 - $57.52 $252,207 - $269,596
4,687 New
4,687 $270 Million
Q1 2025

Apr 11, 2025
BUY
$51.45 - $58.51 $226,380 - $257,444
4,400 Added 110.66%
8,376 $434 Million
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
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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