Investment Advisory Services Inc J P Morgan ETF Tr Nasdaq Equit Transaction History

Investment Advisory Services Inc

  • $270 Million
  • Q1 2025

A detailed history of Investment Advisory Services Inc transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Investment Advisory Services Inc holds 41,147 shares of JEPQ stock, worth $2.11 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
41,147
Previous 35,761 15.06%
Holding current value
$2.11 Million
Previous $2.02 Million 5.65%
% of portfolio
0.79%
Previous 0.73%

Shares

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

Apr 23, 2025
BUY
$51.45 - $58.51 $277,109 - $315,134
5,386 Added 15.06%
41,147 $2.13 Million
Q4 2024

Jan 28, 2025
BUY
$53.94 - $58.15 $1.17 Million - $1.26 Million
21,603 Added 152.59%
35,761 $2.02 Million
Q3 2024

Oct 15, 2024
BUY
$49.7 - $56.11 $703,652 - $794,405
14,158 New
14,158 $777,000

Others Institutions Holding JEPQ

# of Institutions
793
Shares Held
141M
Call Options Held
332K
Put Options Held
202K
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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