Cap Partners, LLC J P Morgan Exchange Traded Fd Transaction History

Cap Partners, LLC

$142 Billion
Q4 2024

A detailed history of Cap Partners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Cap Partners, LLC holds 65,722 shares of JEPI stock, worth $3.88 Million. This represents 2.67% of its overall portfolio holdings.

Number of Shares

65,722

Previous 54,127 21.42%

Holding current value

$3.88 Million

Previous $3.22 Billion 17.38%

% of portfolio

2.67%

Previous 2.41%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$57.53 - $60.83 $667,060 - $705,323	11,595 Added 21.42%	65,722 $3.78 Billion
Q3 2024 Nov 07, 2024	SELL	$54.98 - $59.51 $607,858 - $657,942	-11,056 Reduced 16.96%	54,127 $3.22 Billion
Q2 2024 Jul 19, 2024	SELL	$55.45 - $57.39 $24,564 - $25,423	-443 Reduced 0.68%	65,183 $3.69 Billion
Q1 2024 Apr 18, 2024	SELL	$54.75 - $57.86 $144,813 - $153,039	-2,645 Reduced 3.87%	65,626 $3.8 Billion
Q4 2023 Feb 12, 2024	BUY	$51.51 - $55.33 $3.52 Million - $3.78 Million	68,271 New	68,271 $3.75 Billion

Others Institutions Holding JEPI

# of Institutions

1,215

Shares Held

283M

Call Options Held

307K

Put Options Held

344K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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