Advance Capital Management, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History

Advance Capital Management, Inc.

$1.64 Billion
Q2 2025

A detailed history of Advance Capital Management, Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Advance Capital Management, Inc. holds 17,142 shares of JEPQ stock, worth $946,752. This represents 0.06% of its overall portfolio holdings.

Number of Shares

17,142

Previous 13,895 23.37%

Holding current value

$946,752

Previous $719,000 29.62%

% of portfolio

0.06%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 08, 2025	BUY	$45.88 - $54.4 $148,972 - $176,636	3,247 Added 23.37%	17,142 $932,000
Q1 2025 Apr 09, 2025	BUY	$51.45 - $58.51 $59,116 - $67,227	1,149 Added 9.01%	13,895 $719,000
Q4 2024 Jan 06, 2025	SELL	$53.94 - $58.15 $9.33 Million - $10.1 Million	-172,940 Reduced 93.14%	12,746 $718,000
Q3 2024 Oct 07, 2024	SELL	$49.7 - $56.11 $11.3 Million - $12.8 Million	-227,436 Reduced 55.05%	185,686 $10.2 Million
Q2 2024 Jul 08, 2024	BUY	$50.84 - $55.56 $20.6 Million - $22.5 Million	404,530 Added 4708.22%	413,122 $22.9 Million
Q1 2024 Apr 04, 2024	BUY	$49.02 - $54.29 $68,529 - $75,897	1,398 Added 19.43%	8,592 $466,000
Q4 2023 Jan 10, 2024	BUY	$45.1 - $50.32 $33,193 - $37,035	736 Added 11.4%	7,194 $359,000
Q3 2023 Oct 13, 2023	BUY	$46.47 - $49.43 $300,103 - $319,218	6,458 New	6,458 $303,000

Others Institutions Holding JEPQ

# of Institutions

829

Shares Held

240M

Call Options Held

679K

Put Options Held

672K

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About J P MORGAN ETF TR NASDAQ EQUIT

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Advance Capital Management, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History