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

Compass Financial Services Inc

  • $206 Billion
  • Q2 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 173,629 shares of JEPQ stock, worth $9.92 Million. This represents 4.57% of its overall portfolio holdings.

Number of Shares
173,629
Previous 219,931 21.05%
Holding current value
$9.92 Million
Previous $11.4 Billion 17.06%
% of portfolio
4.57%
Previous 5.98%

Shares

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

Aug 08, 2025
SELL
$45.88 - $54.4 $2.12 Million - $2.52 Million
-46,302 Reduced 21.05%
173,629 $9.45 Billion
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
873
Shares Held
164M
Call Options Held
1.34M
Put Options Held
671K
View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

JEPQ Quotes by TradingView
  • Ticker JEPQ
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More about JEPQ
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