Sulzberger Capital Advisors, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History

Sulzberger Capital Advisors, Inc.

$89.7 Billion
Q3 2025

A detailed history of Sulzberger Capital Advisors, Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Sulzberger Capital Advisors, Inc. holds 31,510 shares of JEPQ stock, worth $1.82 Million. This represents 2.02% of its overall portfolio holdings.

Number of Shares

31,510

Previous 30,528 3.22%

Holding current value

$1.82 Million

Previous $1.66 Billion 9.14%

% of portfolio

2.02%

Previous 1.94%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 21, 2025	BUY	$53.81 - $57.52 $52,841 - $56,484	982 Added 3.22%	31,510 $1.81 Billion
Q2 2025 Aug 05, 2025	SELL	$45.88 - $54.4 $441,411 - $523,382	-9,621 Reduced 23.96%	30,528 $1.66 Billion
Q1 2025 Apr 11, 2025	SELL	$51.45 - $58.51 $1.51 Million - $1.72 Million	-29,421 Reduced 42.29%	40,149 $2.08 Billion
Q4 2024 Feb 14, 2025	BUY	$53.94 - $58.15 $3.75 Million - $4.05 Million	69,570 New	69,570 $3.92 Billion

Others Institutions Holding JEPQ

# of Institutions

908

Shares Held

178M

Call Options Held

2.02M

Put Options Held

842K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

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Sulzberger Capital Advisors, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History