Osborne Partners Capital Management, LLC J P Morgan Exchange Traded Fd Transaction History

Osborne Partners Capital Management, LLC

  • $1.75 Billion
  • Q3 2024

A detailed history of Osborne Partners Capital Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Osborne Partners Capital Management, LLC holds 7,040 shares of JEPI stock, worth $414,374. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,040
Previous 4,955 42.08%
Holding current value
$414,374
Previous $280,000 49.29%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 23, 2024
BUY
$54.98 - $59.51 $114,633 - $124,078
2,085 Added 42.08%
7,040 $418,000
Q2 2024

Jul 22, 2024
BUY
$55.45 - $57.39 $274,754 - $284,367
4,955 New
4,955 $280,000

Others Institutions Holding JEPI

# of Institutions
1,171
Shares Held
280M
Call Options Held
307K
Put Options Held
341K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Osborne Partners Capital Management, LLC Portfolio

Follow Osborne Partners Capital Management, 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 Osborne Partners Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Osborne Partners Capital Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email