A detailed history of Cap Partners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Cap Partners, LLC holds 54,127 shares of JEPI stock, worth $3.18 Million. This represents 2.41% of its overall portfolio holdings.

Number of Shares
54,127
Previous 65,183 16.96%
Holding current value
$3.18 Million
Previous $3.69 Billion 12.82%
% of portfolio
2.41%
Previous 3.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

SELL
$54.98 - $59.51 $607,858 - $657,942
-11,056 Reduced 16.96%
54,127 $3.22 Billion
Q2 2024

Jul 19, 2024

SELL
$55.45 - $57.39 $24,564 - $25,423
-443 Reduced 0.68%
65,183 $3.69 Billion
Q1 2024

Apr 18, 2024

SELL
$54.75 - $57.86 $144,813 - $153,039
-2,645 Reduced 3.87%
65,626 $3.8 Billion
Q4 2023

Feb 12, 2024

BUY
$51.51 - $55.33 $3.52 Million - $3.78 Million
68,271 New
68,271 $3.75 Billion

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Cap Partners, LLC Portfolio

Follow Cap Partners, 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 Cap Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cap Partners, LLC with notifications on news.