A detailed history of Wincap Financial LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Wincap Financial LLC holds 85,530 shares of JEPI stock, worth $4.85 Million. This represents 3.37% of its overall portfolio holdings.

Number of Shares
85,530
Previous 60,402 41.6%
Holding current value
$4.85 Million
Previous $3.43 Billion 42.22%
% of portfolio
3.37%
Previous 2.76%

Shares

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

Nov 07, 2025

BUY
$55.61 - $57.37 $1.4 Million - $1.44 Million
25,128 Added 41.6%
85,530 $4.88 Billion
Q2 2025

Aug 01, 2025

BUY
$51.14 - $57.0 $835,576 - $931,323
16,339 Added 37.08%
60,402 $3.43 Billion
Q1 2025

May 07, 2025

BUY
$56.17 - $59.71 $348,085 - $370,022
6,197 Added 16.37%
44,063 $2.52 Billion
Q4 2024

May 07, 2025

BUY
$57.53 - $60.83 $2.18 Million - $2.3 Million
37,866 New
37,866 $2.18 Billion

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Wincap Financial LLC Portfolio

Follow Wincap Financial 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 Wincap Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wincap Financial LLC with notifications on news.