Capital Advisors Inc J P Morgan ETF Tr Nasdaq Equit Transaction History
Capital Advisors Inc
- $4.75 Billion
- Q2 2024
A detailed history of Capital Advisors Inc transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Capital Advisors Inc holds 606,990 shares of JEPQ stock, worth $33 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
606,990
Previous 472,502
28.46%
Holding current value
$33 Million
Previous $25.6 Million
31.45%
% of portfolio
0.71%
Previous 0.56%
Shares
3 transactions
Others Institutions Holding JEPQ
# of Institutions
591Shares Held
106MCall Options Held
93.9KPut Options Held
84.7K-
Jpmorgan Chase & CO New York, NY16.4MShares$892 Million0.08% of portfolio
-
Morgan Stanley New York, NY12.6MShares$687 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.22MShares$392 Million0.2% of portfolio
-
Bank Of America Corp Charlotte, NC5.8MShares$315 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA4.83MShares$262 Million0.07% of portfolio