Quartz Partners, LLC J P Morgan Exchange Traded Fd Transaction History

Quartz Partners, LLC

$219 Billion
Q2 2025

A detailed history of Quartz Partners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Quartz Partners, LLC holds 4,540 shares of JEPI stock, worth $258,643. This represents 0.12% of its overall portfolio holdings.

Number of Shares

4,540

Holding current value

$258,643

% of portfolio

0.12%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 14, 2025	BUY	$51.14 - $57.0 $232,175 - $258,780	4,540 New	4,540 $258 Million

Others Institutions Holding JEPI

# of Institutions

1,400

Shares Held

748M

Call Options Held

839K

Put Options Held

634K

Kingstone Capital Partners Texas, LLC Frisco, TX

402M
Shares

$22.9 Billion
3.64% of portfolio
Morgan Stanley New York, NY

45.8M
Shares

$2.61 Billion
0.18% of portfolio
Bank Of America Corp Charlotte, NC

33.4M
Shares

$1.9 Billion
0.14% of portfolio
Jpmorgan Chase & CO New York, NY

28.2M
Shares

$1.61 Billion
0.13% of portfolio
Wells Fargo & Company San Francisco, CA

16.4M
Shares

$936 Million
0.2% of portfolio

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Quartz Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Quartz Partners, LLC with notifications on news.

Account

Quartz Partners, LLC J P Morgan Exchange Traded Fd Transaction History