Capital Advisors Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History

Capital Advisors Wealth Management, LLC

  • $560 Million
  • Q1 2025

A detailed history of Capital Advisors Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 104,100 shares of JEPI stock, worth $5.72 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares
104,100
Previous 98,182 6.03%
Holding current value
$5.72 Million
Previous $5.65 Million 5.31%
% of portfolio
1.06%
Previous 1.02%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
BUY
$56.17 - $59.71 $332,414 - $353,363
5,918 Added 6.03%
104,100 $5.95 Million
Q4 2024

Jan 14, 2025
BUY
$57.53 - $60.83 $44,930 - $47,508
781 Added 0.8%
98,182 $5.65 Million
Q3 2024

Oct 15, 2024
SELL
$54.98 - $59.51 $168,623 - $182,517
-3,067 Reduced 3.05%
97,401 $5.8 Million
Q2 2024

Jul 16, 2024
SELL
$55.45 - $57.39 $289,005 - $299,116
-5,212 Reduced 4.93%
100,468 $5.69 Million
Q1 2024

Apr 12, 2024
SELL
$54.75 - $57.86 $1.6 Million - $1.69 Million
-29,292 Reduced 21.7%
105,680 $6.11 Million
Q4 2023

Jan 08, 2024
SELL
$51.51 - $55.33 $831,319 - $892,970
-16,139 Reduced 10.68%
134,972 $7.42 Million
Q3 2023

Oct 10, 2023
SELL
$53.5 - $55.92 $6.94 Million - $7.26 Million
-129,744 Reduced 46.2%
151,111 $8.09 Million
Q2 2023

Jul 11, 2023
SELL
$53.85 - $55.4 $1.47 Million - $1.51 Million
-27,344 Reduced 8.87%
280,855 $15.5 Million
Q1 2023

Apr 14, 2023
SELL
$52.13 - $55.7 $7.05 Million - $7.54 Million
-135,319 Reduced 30.51%
308,199 $16.8 Million
Q4 2022

Feb 09, 2023
BUY
$50.88 - $56.78 $706,672 - $788,617
13,889 Added 3.23%
443,518 $24.2 Million
Q3 2022

Nov 14, 2022
BUY
$51.23 - $57.83 $5.39 Million - $6.08 Million
105,153 Added 32.41%
429,629 $22 Million
Q2 2022

Aug 04, 2022
BUY
$52.86 - $62.23 $5.93 Million - $6.98 Million
112,096 Added 52.78%
324,476 $18 Million
Q1 2022

May 09, 2022
BUY
$58.11 - $63.04 $5.17 Million - $5.6 Million
88,891 Added 71.98%
212,380 $13 Million
Q4 2021

Feb 04, 2022
BUY
$59.34 - $63.61 $2.62 Million - $2.81 Million
44,225 Added 55.79%
123,489 $7.8 Million
Q3 2021

Nov 12, 2021
BUY
$59.61 - $62.63 $4.72 Million - $4.96 Million
79,264 New
79,264 $4.73 Million

Others Institutions Holding JEPI

# of Institutions
1,343
Shares Held
312M
Call Options Held
179K
Put Options Held
309K
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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