Capital Planning LLC J P Morgan Exchange Traded Fd Transaction History

Capital Planning LLC

  • $329 Million
  • Q3 2025

A detailed history of Capital Planning LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Capital Planning LLC holds 10,507 shares of JEPI stock, worth $596,167. This represents 0.18% of its overall portfolio holdings.

Number of Shares
10,507
Previous 10,507 -0.0%
Holding current value
$596,167
Previous $597,000 0.34%
% of portfolio
0.18%
Previous 0.2%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
SELL
$51.14 - $57.0 $188,195 - $209,760
-3,680 Reduced 25.94%
10,507 $597,000
Q1 2025

Apr 29, 2025
BUY
$56.17 - $59.71 $250,911 - $266,724
4,467 Added 45.96%
14,187 $810,000
Q4 2024

Jan 14, 2025
BUY
$57.53 - $60.83 $78,240 - $82,728
1,360 Added 16.27%
9,720 $559,000
Q3 2024

Oct 16, 2024
BUY
$54.98 - $59.51 $202,326 - $218,996
3,680 Added 78.63%
8,360 $497,000
Q2 2023

Jul 14, 2023
BUY
$53.85 - $55.4 $252,018 - $259,272
4,680 New
4,680 $258,000

Others Institutions Holding JEPI

# of Institutions
1,434
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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