Capital Investment Advisory Services, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Capital Investment Advisory Services, LLC

  • $988 Million
  • Q3 2024

A detailed history of Capital Investment Advisory Services, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Capital Investment Advisory Services, LLC holds 37,834 shares of JEPQ stock, worth $2.2 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
37,834
Previous 32,139 17.72%
Holding current value
$2.2 Million
Previous $1.78 Million 16.55%
% of portfolio
0.21%
Previous 0.19%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$49.7 - $56.11 $283,041 - $319,546
5,695 Added 17.72%
37,834 $2.08 Million
Q2 2024

Aug 14, 2024
BUY
$50.84 - $55.56 $303,209 - $331,359
5,964 Added 22.79%
32,139 $1.78 Million
Q1 2024

Apr 25, 2024
BUY
$49.02 - $54.29 $89,020 - $98,590
1,816 Added 7.46%
26,175 $1.42 Million
Q4 2023

Feb 01, 2024
BUY
$45.1 - $50.32 $337,077 - $376,091
7,474 Added 44.26%
24,359 $1.22 Million
Q3 2023

Nov 02, 2023
BUY
$46.47 - $49.43 $784,645 - $834,625
16,885 New
16,885 $792,000

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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