Running Point Capital Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Running Point Capital Advisors, LLC

  • $305 Million
  • Q1 2025

A detailed history of Running Point Capital Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Running Point Capital Advisors, LLC holds 276 shares of JEPI stock, worth $15,480. This represents 0.0% of its overall portfolio holdings.

Number of Shares
276
Previous 276 -0.0%
Holding current value
$15,480
Previous $15,000 -0.0%
% of portfolio
0.0%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
SELL
$57.53 - $60.83 $20,825 - $22,020
-362 Reduced 56.74%
276 $15,000
Q3 2024

Nov 12, 2024
BUY
$54.98 - $59.51 $19,902 - $21,542
362 Added 131.16%
638 $37,000
Q2 2023

Aug 09, 2023
BUY
$53.85 - $55.4 $14,862 - $15,290
276 New
276 $15,000

Others Institutions Holding JEPI

# of Institutions
1,369
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
Track This Portfolio

Track Running Point Capital Advisors, LLC Portfolio

Follow Running Point Capital Advisors, 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 Running Point Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Running Point Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email