Capstone Financial Advisors, Inc. J P Morgan Exchange Traded Fd Transaction History
Capstone Financial Advisors, Inc.
- $1.84 Billion
- Q3 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 14,533 shares of JEPI stock, worth $824,602. This represents 0.05% of its overall portfolio holdings.
Number of Shares
14,533
Previous 10,700
35.82%
Holding current value
$824,602
Previous $608,000
36.35%
% of portfolio
0.05%
Previous 0.04%
Shares
12 transactions
Others Institutions Holding JEPI
# of Institutions
1,430Shares Held
333MCall Options Held
737KPut Options Held
636K-
Morgan Stanley New York, NY47MShares$2.67 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC32.9MShares$1.87 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA17MShares$963 Million0.19% of portfolio
-
Envestnet Asset Management Inc9.43MShares$535 Million0.17% of portfolio
-
Jpmorgan Chase & CO New York, NY8.22MShares$466 Million0.03% of portfolio