Generation Capital Management LLC J P Morgan Exchange Traded Fd Transaction History

Generation Capital Management LLC

  • $138 Billion
  • Q3 2025

A detailed history of Generation Capital Management LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Generation Capital Management LLC holds 27,399 shares of JEPI stock, worth $1.55 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares
27,399
Previous 24,108 13.65%
Holding current value
$1.55 Million
Previous $1.37 Billion 14.15%
% of portfolio
1.13%
Previous 1.08%

Shares

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

Nov 07, 2025
BUY
$55.61 - $57.37 $183,012 - $188,804
3,291 Added 13.65%
27,399 $1.56 Billion
Q2 2025

Aug 13, 2025
BUY
$51.14 - $57.0 $86,273 - $96,159
1,687 Added 7.52%
24,108 $1.37 Billion
Q1 2025

May 09, 2025
BUY
$56.17 - $59.71 $697,350 - $741,299
12,415 Added 124.08%
22,421 $1.28 Billion
Q4 2024

Feb 13, 2025
BUY
$57.53 - $60.83 $575,645 - $608,664
10,006 New
10,006 $576 Million

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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