Capital Planning LLC J P Morgan Exchange Traded Fd Transaction History

Capital Planning LLC

  • $337 Million
  • Q1 2025

A detailed history of Capital Planning LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Capital Planning LLC holds 14,187 shares of JEPI stock, worth $799,579. This represents 0.24% of its overall portfolio holdings.

Number of Shares
14,187
Previous 9,720 45.96%
Holding current value
$799,579
Previous $559,000 44.9%
% of portfolio
0.24%
Previous 0.15%

Shares

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

Apr 29, 2025
BUY
$56.17 - $59.71 $250,911 - $266,724
4,467 Added 45.96%
14,187 $810,000
Q4 2024

Jan 14, 2025
BUY
$57.53 - $60.83 $78,240 - $82,728
1,360 Added 16.27%
9,720 $559,000
Q3 2024

Oct 16, 2024
BUY
$54.98 - $59.51 $202,326 - $218,996
3,680 Added 78.63%
8,360 $497,000
Q2 2023

Jul 14, 2023
BUY
$53.85 - $55.4 $252,018 - $259,272
4,680 New
4,680 $258,000

Others Institutions Holding JEPI

# of Institutions
1,372
Shares Held
334M
Call Options Held
511K
Put Options Held
363K
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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