Compass Financial Services Inc J P Morgan ETF Tr Nasdaq Equit Transaction History

Compass Financial Services Inc

  • $191 Billion
  • Q1 2025

A detailed history of Compass Financial Services Inc transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Compass Financial Services Inc holds 219,931 shares of JEPQ stock, worth $12.1 Million. This represents 5.98% of its overall portfolio holdings.

Number of Shares
219,931
Previous 54,933 300.36%
Holding current value
$12.1 Million
Previous $3.1 Billion 267.7%
% of portfolio
5.98%
Previous 1.75%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Jun 10, 2025
BUY
$51.45 - $58.51 $8.49 Million - $9.65 Million
164,998 Added 300.36%
219,931 $11.4 Billion
Q4 2024

Jan 28, 2025
BUY
$53.94 - $58.15 $2.96 Million - $3.19 Million
54,933 New
54,933 $3.1 Billion

Others Institutions Holding JEPQ

# of Institutions
827
Shares Held
240M
Call Options Held
679K
Put Options Held
672K
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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