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

Cambridge Advisors Inc.

  • $446 Million
  • Q3 2024

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 154,152 shares of JEPQ stock, worth $8.96 Million. This represents 1.9% of its overall portfolio holdings.

Number of Shares
154,152
Previous 145,142 6.21%
Holding current value
$8.96 Million
Previous $8.06 Million 5.11%
% of portfolio
1.9%
Previous 1.92%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
630
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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