Fort Point Capital Partners LLC J P Morgan Exchange Traded Fd Transaction History

Fort Point Capital Partners LLC

  • $851 Million
  • Q1 2025

A detailed history of Fort Point Capital Partners LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Fort Point Capital Partners LLC holds 9,117 shares of JEPI stock, worth $511,372. This represents 0.06% of its overall portfolio holdings.

Number of Shares
9,117
Previous 6,844 33.21%
Holding current value
$511,372
Previous $393,000 32.32%
% of portfolio
0.06%
Previous 0.04%

Shares

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

May 15, 2025
BUY
$56.17 - $59.71 $127,674 - $135,720
2,273 Added 33.21%
9,117 $520,000
Q4 2024

Feb 11, 2025
BUY
$57.53 - $60.83 $50,741 - $53,652
882 Added 14.79%
6,844 $393,000
Q3 2024

Nov 14, 2024
BUY
$54.98 - $59.51 $46,842 - $50,702
852 Added 16.67%
5,962 $354,000
Q2 2024

Aug 14, 2024
BUY
$55.45 - $57.39 $1,718 - $1,779
31 Added 0.61%
5,110 $289,000
Q1 2024

May 14, 2024
BUY
$54.75 - $57.86 $278,075 - $293,870
5,079 New
5,079 $293,000

Others Institutions Holding JEPI

# of Institutions
1,368
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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