Beacon Capital Management, LLC J P Morgan Exchange Traded Fd Transaction History

Beacon Capital Management, LLC

  • $609 Million
  • Q1 2025

A detailed history of Beacon Capital Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Beacon Capital Management, LLC holds 1,971 shares of JEPI stock, worth $106,098. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,971
Previous 1,798 9.62%
Holding current value
$106,098
Previous $103,000 8.74%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Apr 21, 2025
BUY
$56.17 - $59.71 $9,717 - $10,329
173 Added 9.62%
1,971 $112,000
Q4 2024

Jan 30, 2025
BUY
$57.53 - $60.83 $20,825 - $22,020
362 Added 25.21%
1,798 $103,000
Q3 2024

Nov 07, 2024
SELL
$54.98 - $59.51 $5,662 - $6,129
-103 Reduced 6.69%
1,436 $85,000
Q2 2024

Jul 24, 2024
BUY
$55.45 - $57.39 $85,337 - $88,323
1,539 New
1,539 $87,000

Others Institutions Holding JEPI

# of Institutions
1,340
Shares Held
312M
Call Options Held
179K
Put Options Held
309K
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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