Capasso Planning Partners LLC J P Morgan Exchange Traded Fd Transaction History

Capasso Planning Partners LLC

  • $330 Million
  • Q3 2024

A detailed history of Capasso Planning Partners LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Capasso Planning Partners LLC holds 8,662 shares of JEPI stock, worth $504,128. This represents 0.16% of its overall portfolio holdings.

Number of Shares
8,662
Previous 6,707 29.15%
Holding current value
$504,128
Previous $380,000 35.53%
% of portfolio
0.16%
Previous 0.13%

Shares

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

Dec 02, 2024
BUY
$54.98 - $59.51 $107,485 - $116,342
1,955 Added 29.15%
8,662 $515,000
Q2 2024

Dec 02, 2024
BUY
$55.45 - $57.39 $371,903 - $384,914
6,707 New
6,707 $380,000

Others Institutions Holding JEPI

# of Institutions
1,170
Shares Held
280M
Call Options Held
307K
Put Options Held
341K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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