Captrust Financial Advisors J P Morgan ETF Tr Nasdaq Equit Transaction History

Captrust Financial Advisors

  • $43.1 Billion
  • Q2 2025

A detailed history of Captrust Financial Advisors transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Captrust Financial Advisors holds 11,700 shares of JEPQ stock, worth $676,494. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,700
Previous 8,853 32.16%
Holding current value
$676,494
Previous $458,000 38.86%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$45.88 - $54.4 $130,620 - $154,876
2,847 Added 32.16%
11,700 $636,000
Q1 2025

May 14, 2025
BUY
$51.45 - $58.51 $116,328 - $132,291
2,261 Added 34.3%
8,853 $458,000
Q4 2024

Feb 14, 2025
BUY
$53.94 - $58.15 $355,572 - $383,324
6,592 New
6,592 $371,000

Others Institutions Holding JEPQ

# of Institutions
907
Shares Held
177M
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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