Coastal Investment Advisors, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History

Coastal Investment Advisors, Inc.

$281 Million
Q3 2025

A detailed history of Coastal Investment Advisors, Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 4,204 shares of JEPQ stock, worth $246,858. This represents 0.09% of its overall portfolio holdings.

Number of Shares

4,204

Holding current value

$246,858

% of portfolio

0.09%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$53.81 - $57.52 $226,217 - $241,814	4,204 New	4,204 $241,000
Q2 2024 Jul 15, 2024	SELL	$50.84 - $55.56 $204,020 - $222,962	-4,013 Reduced 19.33%	16,745 $929,000
Q1 2024 Apr 19, 2024	SELL	$49.02 - $54.29 $53,039 - $58,741	-1,082 Reduced 4.95%	20,758 $1.13 Million
Q4 2023 Jan 19, 2024	BUY	$45.1 - $50.32 $37,793 - $42,168	838 Added 3.99%	21,840 $1.09 Million
Q2 2023 Aug 09, 2023	BUY	$44.13 - $48.37 $95,056 - $104,188	2,154 Added 11.43%	21,002 $1.02 Million
Q1 2023 May 05, 2023	BUY	$40.25 - $45.09 $467,020 - $523,179	11,603 Added 160.15%	18,848 $849,000
Q4 2022 Feb 10, 2023	BUY	$40.31 - $44.62 $214,247 - $237,155	5,315 Added 275.39%	7,245 $295,000
Q3 2022 Oct 27, 2022	BUY	$41.65 - $49.9 $80,384 - $96,307	1,930 New	1,930 $80,000

Others Institutions Holding JEPQ

# of Institutions

898

Shares Held

173M

Call Options Held

1.34M

Put Options Held

671K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

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Coastal Investment Advisors, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History