Community Financial Services Group, LLC J P Morgan Exchange Traded Fd Transaction History

Community Financial Services Group, LLC

$503 Billion
Q2 2025

A detailed history of Community Financial Services Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Community Financial Services Group, LLC holds 113,221 shares of JEPI stock, worth $6.35 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares

113,221

Previous 111,442 1.6%

Holding current value

$6.35 Million

Previous $6.37 Billion 1.08%

% of portfolio

1.28%

Previous 1.38%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	BUY	$51.14 - $57.0 $90,978 - $101,403	1,779 Added 1.6%	113,221 $6.44 Billion
Q1 2025 Apr 23, 2025	BUY	$56.17 - $59.71 $1.72 Million - $1.83 Million	30,688 Added 38.0%	111,442 $6.37 Billion
Q4 2024 Jan 29, 2025	BUY	$57.53 - $60.83 $910,182 - $962,391	15,821 Added 24.37%	80,754 $4.65 Billion
Q3 2024 Oct 21, 2024	BUY	$54.98 - $59.51 $31,063 - $33,623	565 Added 0.88%	64,933 $3.86 Billion
Q2 2024 Jul 25, 2024	BUY	$55.45 - $57.39 $248,249 - $256,935	4,477 Added 7.48%	64,368 $3.65 Billion
Q1 2024 Apr 23, 2024	BUY	$54.75 - $57.86 $3.28 Million - $3.47 Million	59,891 New	59,891 $3.47 Billion

Others Institutions Holding JEPI

# of Institutions

1,389

Shares Held

737M

Call Options Held

511K

Put Options Held

363K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
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Community Financial Services Group, LLC J P Morgan Exchange Traded Fd Transaction History