Horizon Advisory Services, Inc. J P Morgan Exchange Traded Fd Transaction History

Horizon Advisory Services, Inc.

$186 Billion
Q2 2025

A detailed history of Horizon Advisory Services, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Horizon Advisory Services, Inc. holds 473,982 shares of JEPI stock, worth $27.1 Million. This represents 14.48% of its overall portfolio holdings.

Number of Shares

473,982

Previous 464,694 2.0%

Holding current value

$27.1 Million

Previous $26.6 Billion 1.48%

% of portfolio

14.48%

Previous 15.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$51.14 - $57.0 $474,988 - $529,416	9,288 Added 2.0%	473,982 $26.9 Billion
Q1 2025 May 01, 2025	SELL	$56.17 - $59.71 $79,761 - $84,788	-1,420 Reduced 0.3%	464,694 $26.6 Billion
Q4 2024 Feb 04, 2025	SELL	$57.53 - $60.83 $618,389 - $653,861	-10,749 Reduced 2.25%	466,114 $26.8 Billion
Q3 2024 Nov 12, 2024	BUY	$54.98 - $59.51 $254,777 - $275,769	4,634 Added 0.98%	476,863 $28.4 Billion
Q2 2024 Aug 15, 2024	BUY	$55.45 - $57.39 $119,661 - $123,847	2,158 Added 0.46%	472,229 $26.8 Billion
Q1 2024 Apr 29, 2024	BUY	$54.75 - $57.86 $25.7 Million - $27.2 Million	470,071 New	470,071 $27.2 Billion

Others Institutions Holding JEPI

# of Institutions

1,403

Shares Held

748M

Call Options Held

839K

Put Options Held

634K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
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Horizon Advisory Services, Inc. J P Morgan Exchange Traded Fd Transaction History