Capital Advisors Inc J P Morgan Exchange Traded Fd Transaction History

Capital Advisors Inc

  • $5.86 Billion
  • Q3 2025

A detailed history of Capital Advisors Inc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Capital Advisors Inc holds 1,073,871 shares of JEPI stock, worth $60.9 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares
1,073,871
Previous 1,044,641 2.8%
Holding current value
$60.9 Million
Previous $59.4 Million 3.25%
% of portfolio
1.05%
Previous 1.1%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
BUY
$55.61 - $57.37 $1.63 Million - $1.68 Million
29,230 Added 2.8%
1,073,871 $61.3 Million
Q2 2025

Jul 22, 2025
BUY
$51.14 - $57.0 $962,403 - $1.07 Million
18,819 Added 1.83%
1,044,641 $59.4 Million
Q1 2025

Apr 29, 2025
BUY
$56.17 - $59.71 $8.63 Million - $9.17 Million
153,653 Added 17.62%
1,025,822 $58.6 Million
Q4 2024

Jan 29, 2025
BUY
$57.53 - $60.83 $1.84 Million - $1.94 Million
31,909 Added 3.8%
872,169 $50.2 Million
Q3 2024

Oct 28, 2024
BUY
$54.98 - $59.51 $3.79 Million - $4.1 Million
68,975 Added 8.94%
840,260 $50 Million
Q2 2024

Jul 31, 2024
BUY
$55.45 - $57.39 $1.18 Million - $1.22 Million
21,280 Added 2.84%
771,285 $43.7 Million
Q1 2024

Apr 29, 2024
BUY
$54.75 - $57.86 $1.63 Million - $1.72 Million
29,750 Added 4.13%
750,005 $43.4 Million
Q4 2023

Jan 29, 2024
BUY
$51.51 - $55.33 $108,634 - $116,690
2,109 Added 0.29%
720,255 $39.6 Million
Q3 2023

Oct 24, 2023
BUY
$53.5 - $55.92 $5.7 Million - $5.96 Million
106,571 Added 17.43%
718,146 $38.5 Million
Q2 2023

Jul 18, 2023
BUY
$53.85 - $55.4 $10.6 Million - $10.9 Million
197,371 Added 47.65%
611,575 $33.8 Million
Q1 2023

Apr 19, 2023
BUY
$52.13 - $55.7 $6.44 Million - $6.88 Million
123,448 Added 42.46%
414,204 $22.6 Million
Q4 2022

Jan 17, 2023
BUY
$50.88 - $56.78 $14.8 Million - $16.5 Million
290,756 New
290,756 $0

Others Institutions Holding JEPI

# of Institutions
1,434
Shares Held
333M
Call Options Held
737K
Put Options Held
636K
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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