A detailed history of Aptus Capital Advisors, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 30,388 shares of JEPQ stock, worth $1.7 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
30,388
Previous 12,949 134.67%
Holding current value
$1.7 Million
Previous $646,000 155.11%
% of portfolio
0.03%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

BUY
$49.02 - $54.29 $854,859 - $946,763
17,439 Added 134.67%
30,388 $1.65 Million
Q4 2023

Feb 13, 2024

SELL
$45.1 - $50.32 $9.16 Million - $10.2 Million
-203,121 Reduced 94.01%
12,949 $646,000
Q3 2023

Nov 08, 2023

BUY
$46.47 - $49.43 $101,072 - $107,510
2,175 Added 1.02%
216,070 $10.1 Million
Q2 2023

Aug 11, 2023

BUY
$44.13 - $48.37 $250,834 - $274,935
5,684 Added 2.73%
213,895 $10.3 Million
Q1 2023

May 09, 2023

BUY
$40.25 - $45.09 $8.38 Million - $9.39 Million
208,211 New
208,211 $9.39 Million

Others Institutions Holding JEPQ

About J P MORGAN ETF TR NASDAQ EQUIT


  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
Track This Portfolio

Track Aptus Capital Advisors, LLC Portfolio

Follow Aptus Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aptus Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aptus Capital Advisors, LLC with notifications on news.