Capasso Planning Partners LLC J P Morgan Exchange Traded Fd Transaction History

Capasso Planning Partners LLC

  • $158 Million
  • Q3 2025

A detailed history of Capasso Planning Partners LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Capasso Planning Partners LLC holds 8,445 shares of JEPI stock, worth $479,169. This represents 0.3% of its overall portfolio holdings.

Number of Shares
8,445
Previous 7,982 5.8%
Holding current value
$479,169
Previous $453,000 6.4%
% of portfolio
0.3%
Previous 0.27%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$55.61 - $57.37 $25,747 - $26,562
463 Added 5.8%
8,445 $482,000
Q2 2025

Aug 06, 2025
SELL
$51.14 - $57.0 $60,038 - $66,918
-1,174 Reduced 12.82%
7,982 $453,000
Q1 2025

Apr 23, 2025
BUY
$56.17 - $59.71 $31,567 - $33,557
562 Added 6.54%
9,156 $523,000
Q4 2024

Feb 07, 2025
SELL
$57.53 - $60.83 $3,912 - $4,136
-68 Reduced 0.79%
8,594 $494,000
Q3 2024

Dec 02, 2024
BUY
$54.98 - $59.51 $107,485 - $116,342
1,955 Added 29.15%
8,662 $515,000
Q2 2024

Dec 02, 2024
BUY
$55.45 - $57.39 $371,903 - $384,914
6,707 New
6,707 $380,000

Others Institutions Holding JEPI

# of Institutions
1,433
Shares Held
333M
Call Options Held
737K
Put Options Held
636K
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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