Capital Planning LLC J P Morgan Exchange Traded Fd Transaction History

Capital Planning LLC

  • $362 Million
  • Q4 2024

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 9,720 shares of JEPI stock, worth $572,896. This represents 0.15% of its overall portfolio holdings.

Number of Shares
9,720
Previous 8,360 16.27%
Holding current value
$572,896
Previous $497,000 12.47%
% of portfolio
0.15%
Previous 0.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,205
Shares Held
283M
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
Track This Portfolio

Track Capital Planning LLC Portfolio

Follow Capital Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email