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

Osborne Partners Capital Management, LLC

  • $1.71 Billion
  • Q4 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 6,555 shares of JEPI stock, worth $387,400. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,555
Previous 7,040 6.89%
Holding current value
$387,400
Previous $418,000 9.81%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
SELL
$57.53 - $60.83 $27,902 - $29,502
-485 Reduced 6.89%
6,555 $377,000
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
1,200
Shares Held
281M
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
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