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

Advance Capital Management, Inc.

  • $1.69 Billion
  • Q3 2024

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 185,686 shares of JEPQ stock, worth $10.5 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
185,686
Previous 413,122 55.05%
Holding current value
$10.5 Million
Previous $22.9 Million 55.52%
% of portfolio
0.6%
Previous 1.33%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
627
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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