Capital Advisors, Ltd. LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Capital Advisors, Ltd. LLC

  • $793 Million
  • Q4 2024

A detailed history of Capital Advisors, Ltd. LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Capital Advisors, Ltd. LLC holds 9,790 shares of JEPQ stock, worth $559,694. This represents 0.07% of its overall portfolio holdings.

Number of Shares
9,790
Previous 6,247 56.72%
Holding current value
$559,694
Previous $343,000 60.93%
% of portfolio
0.07%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$53.94 - $58.15 $191,109 - $206,025
3,543 Added 56.72%
9,790 $552,000
Q3 2024

Oct 24, 2024
BUY
$49.7 - $56.11 $130,661 - $147,513
2,629 Added 72.66%
6,247 $343,000
Q2 2024

Jul 25, 2024
BUY
$50.84 - $55.56 $90,291 - $98,674
1,776 Added 96.42%
3,618 $201,000
Q1 2024

Apr 18, 2024
BUY
$49.02 - $54.29 $90,294 - $100,002
1,842 New
1,842 $100,000

Others Institutions Holding JEPQ

# of Institutions
713
Shares Held
124M
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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