Calton & Associates, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History

Calton & Associates, Inc.

  • $622 Million
  • Q3 2025

A detailed history of Calton & Associates, Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Calton & Associates, Inc. holds 12,747 shares of JEPQ stock, worth $737,031. This represents 0.12% of its overall portfolio holdings.

Number of Shares
12,747
Previous 12,268 3.9%
Holding current value
$737,031
Previous $667,000 9.9%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Nov 07, 2025
BUY
$53.81 - $57.52 $25,774 - $27,552
479 Added 3.9%
12,747 $733,000
Q2 2025

Aug 12, 2025
BUY
$45.88 - $54.4 $11,745 - $13,926
256 Added 2.13%
12,268 $667,000
Q1 2025

May 15, 2025
SELL
$51.45 - $58.51 $280,042 - $318,469
-5,443 Reduced 31.18%
12,012 $621,000
Q1 2025

May 05, 2025
BUY
$51.45 - $58.51 $898,059 - $1.02 Million
17,455 New
17,455 $903,000
Q3 2024

Oct 21, 2024
BUY
$49.7 - $56.11 $544,662 - $614,909
10,959 Added 804.63%
12,321 $676,000
Q3 2024

Oct 18, 2024
BUY
$49.7 - $56.11 $67,691 - $76,421
1,362 New
1,362 $74,000
Q3 2023

Nov 01, 2023
BUY
$46.47 - $49.43 $429,243 - $456,584
9,237 New
9,237 $433,000

Others Institutions Holding JEPQ

# of Institutions
908
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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