Kapstone Financial Advisors LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Kapstone Financial Advisors LLC

  • $165 Billion
  • Q3 2024

A detailed history of Kapstone Financial Advisors LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Kapstone Financial Advisors LLC holds 4,525 shares of JEPQ stock, worth $263,128. This represents 0.15% of its overall portfolio holdings.

Number of Shares
4,525
Previous 3,747 20.76%
Holding current value
$263,128
Previous $208 Million 19.24%
% of portfolio
0.15%
Previous 0.14%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
BUY
$49.7 - $56.11 $38,666 - $43,653
778 Added 20.76%
4,525 $248 Million
Q2 2024

Aug 02, 2024
BUY
$50.84 - $55.56 $190,497 - $208,183
3,747 New
3,747 $208 Million

Others Institutions Holding JEPQ

# of Institutions
630
Shares Held
118M
Call Options Held
292K
Put Options Held
264K
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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