Caldwell Sutter Capital, Inc. J P Morgan Exchange Traded Fd Transaction History

Caldwell Sutter Capital, Inc.

$234 Billion
Q3 2025

A detailed history of Caldwell Sutter Capital, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Caldwell Sutter Capital, Inc. holds 1,018 shares of JEPI stock, worth $57,761. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,018

Previous 993 2.52%

Holding current value

$57,761

Previous $56.5 Million 2.97%

% of portfolio

0.02%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$55.61 - $57.37 $1,390 - $1,434	25 Added 2.52%	1,018 $58.1 Million
Q2 2025 Jul 11, 2025	BUY	$51.14 - $57.0 $6,443 - $7,182	126 Added 14.53%	993 $56.5 Million
Q3 2024 Oct 25, 2024	BUY	$54.98 - $59.51 $549 - $595	10 Added 1.17%	867 $51.6 Million
Q4 2023 Jan 19, 2024	BUY	$51.51 - $55.33 $257 - $276	5 Added 0.59%	857 $47.1 Million
Q3 2023 Oct 25, 2023	BUY	$53.5 - $55.92 $21,346 - $22,312	399 Added 88.08%	852 $45.6 Million

Q2 2023 Jul 19, 2023	BUY	$53.85 - $55.4 $24,394 - $25,096	453 New	453 $25.1 Million

Others Institutions Holding JEPI

# of Institutions

1,438

Shares Held

332M

Call Options Held

737K

Put Options Held

636K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
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Caldwell Sutter Capital, Inc. J P Morgan Exchange Traded Fd Transaction History