Monument Capital Management J P Morgan Exchange Traded Fd Transaction History

Monument Capital Management

  • $381 Million
  • Q2 2025

A detailed history of Monument Capital Management transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Monument Capital Management holds 15,347 shares of JEPI stock, worth $874,318. This represents 0.23% of its overall portfolio holdings.

Number of Shares
15,347
Previous 16,303 5.86%
Holding current value
$874,318
Previous $931,000 6.34%
% of portfolio
0.23%
Previous 0.29%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
SELL
$51.14 - $57.0 $48,889 - $54,492
-956 Reduced 5.86%
15,347 $872,000
Q1 2025

Apr 25, 2025
SELL
$56.17 - $59.71 $131,493 - $139,781
-2,341 Reduced 12.56%
16,303 $931,000
Q4 2024

Jan 30, 2025
BUY
$57.53 - $60.83 $24,852 - $26,278
432 Added 2.37%
18,644 $1.07 Million
Q3 2024

Oct 15, 2024
SELL
$54.98 - $59.51 $89,287 - $96,644
-1,624 Reduced 8.19%
18,212 $1.08 Million
Q2 2024

Jul 19, 2024
BUY
$55.45 - $57.39 $1.1 Million - $1.14 Million
19,836 New
19,836 $1.12 Million

Others Institutions Holding JEPI

# of Institutions
1,402
Shares Held
747M
Call Options Held
839K
Put Options Held
634K
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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