Cape Investment Advisory, Inc. J P Morgan Exchange Traded Fd Transaction History

Cape Investment Advisory, Inc.

  • $274 Billion
  • Q2 2025

A detailed history of Cape Investment Advisory, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 2,070 shares of JEPI stock, worth $117,224. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,070
Previous 1,190 73.95%
Holding current value
$117,224
Previous $68 Million 73.07%
% of portfolio
0.04%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 19, 2025
BUY
$51.14 - $57.0 $45,003 - $50,160
880 Added 73.95%
2,070 $118 Million
Q1 2025

May 16, 2025
BUY
$56.17 - $59.71 $43,531 - $46,275
775 Added 186.75%
1,190 $68 Million
Q4 2024

Feb 05, 2025
BUY
$57.53 - $60.83 $23,874 - $25,244
415 New
415 $23.9 Million

Others Institutions Holding JEPI

# of Institutions
1,423
Shares Held
345M
Call Options Held
839K
Put Options Held
640K
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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