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

Sulzberger Capital Advisors, Inc.

  • $76.1 Billion
  • Q1 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 40,149 shares of JEPQ stock, worth $2.21 Million. This represents 2.73% of its overall portfolio holdings.

Number of Shares
40,149
Previous 69,570 42.29%
Holding current value
$2.21 Million
Previous $3.92 Billion 47.0%
% of portfolio
2.73%
Previous 4.43%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
823
Shares Held
241M
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
Track This Portfolio

Track Sulzberger Capital Advisors, Inc. Portfolio

Follow Sulzberger Capital Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sulzberger Capital Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sulzberger Capital Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email