Cambridge Advisors Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History

Cambridge Advisors Inc.

  • $491 Million
  • Q3 2025

A detailed history of Cambridge Advisors Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Cambridge Advisors Inc. holds 206,939 shares of JEPQ stock, worth $12 Million. This represents 2.42% of its overall portfolio holdings.

Number of Shares
206,939
Previous 181,623 13.94%
Holding current value
$12 Million
Previous $9.88 Million 20.48%
% of portfolio
2.42%
Previous 2.15%

Shares

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

Oct 15, 2025
BUY
$53.81 - $57.52 $1.36 Million - $1.46 Million
25,316 Added 13.94%
206,939 $11.9 Million
Q2 2025

Jul 16, 2025
SELL
$45.88 - $54.4 $109,928 - $130,342
-2,396 Reduced 1.3%
181,623 $9.88 Million
Q1 2025

Apr 24, 2025
BUY
$51.45 - $58.51 $337,151 - $383,416
6,553 Added 3.69%
184,019 $9.53 Million
Q4 2024

Jan 16, 2025
BUY
$53.94 - $58.15 $1.26 Million - $1.36 Million
23,314 Added 15.12%
177,466 $10 Million
Q3 2024

Oct 23, 2024
BUY
$49.7 - $56.11 $447,797 - $505,551
9,010 Added 6.21%
154,152 $8.47 Million
Q2 2024

Jul 11, 2024
BUY
$50.84 - $55.56 $299,295 - $327,081
5,887 Added 4.23%
145,142 $8.06 Million
Q1 2024

Apr 16, 2024
BUY
$49.02 - $54.29 $828,388 - $917,446
16,899 Added 13.81%
139,255 $7.55 Million
Q4 2023

Jan 16, 2024
BUY
$45.1 - $50.32 $2.03 Million - $2.27 Million
45,117 Added 58.41%
122,356 $6.11 Million
Q3 2023

Oct 18, 2023
BUY
$46.47 - $49.43 $1.51 Million - $1.6 Million
32,463 Added 72.5%
77,239 $3.62 Million
Q2 2023

Jul 13, 2023
BUY
$44.13 - $48.37 $596,902 - $654,252
13,526 Added 43.28%
44,776 $2.17 Million
Q1 2023

Apr 13, 2023
BUY
$40.25 - $45.09 $227,654 - $255,029
5,656 Added 22.1%
31,250 $1.41 Million
Q4 2022

Jan 23, 2023
BUY
$40.31 - $44.62 $151,122 - $167,280
3,749 Added 17.16%
25,594 $0
Q3 2022

Oct 17, 2022
BUY
$41.65 - $49.9 $620,876 - $743,859
14,907 Added 214.86%
21,845 $910,000
Q2 2022

Jul 18, 2022
BUY
$44.06 - $51.1 $305,688 - $354,531
6,938 New
6,938 $317,000

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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