Capstone Financial Advisors, Inc. J P Morgan Exchange Traded Fd Transaction History
Capstone Financial Advisors, Inc.
- $1.72 Billion
- Q2 2025
A detailed history of Capstone Financial Advisors, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Capstone Financial Advisors, Inc. holds 10,700 shares of JEPI stock, worth $612,575. This represents 0.04% of its overall portfolio holdings.
Number of Shares
10,700
Previous 10,429
2.6%
Holding current value
$612,575
Previous $595,000
2.18%
% of portfolio
0.04%
Previous 0.04%
Shares
11 transactions
Others Institutions Holding JEPI
# of Institutions
1,403Shares Held
748MCall Options Held
839KPut Options Held
634K-
Kingstone Capital Partners Texas, LLC Frisco, TX402MShares$23 Billion3.64% of portfolio
-
Morgan Stanley New York, NY45.8MShares$2.62 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC33.4MShares$1.91 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY28.2MShares$1.61 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA16.4MShares$941 Million0.2% of portfolio