Strategic Financial Concepts, LLC J P Morgan Exchange Traded Fd Transaction History

Strategic Financial Concepts, LLC

  • $711 Billion
  • Q2 2025

A detailed history of Strategic Financial Concepts, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 21,429 shares of JEPI stock, worth $1.2 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
21,429
Previous 22,787 5.96%
Holding current value
$1.2 Million
Previous $1.3 Billion 6.44%
% of portfolio
0.17%
Previous 0.24%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
SELL
$51.14 - $57.0 $69,448 - $77,406
-1,358 Reduced 5.96%
21,429 $1.22 Billion
Q1 2025

Apr 28, 2025
BUY
$56.17 - $59.71 $8,931 - $9,493
159 Added 0.7%
22,787 $1.3 Billion
Q4 2024

Jan 30, 2025
SELL
$57.53 - $60.83 $73.6 Million - $77.8 Million
-1,279,134 Reduced 98.26%
22,628 $1.3 Billion
Q4 2024

Jan 27, 2025
BUY
$57.53 - $60.83 $73.3 Million - $77.5 Million
1,273,452 Added 4498.24%
1,301,762 $1.3 Billion
Q3 2024

Nov 12, 2024
SELL
$54.98 - $59.51 $56.1 Million - $60.8 Million
-1,020,948 Reduced 97.3%
28,310 $1.68 Billion
Q2 2024

Aug 06, 2024
BUY
$55.45 - $57.39 $57.3 Million - $59.3 Million
1,032,746 Added 6254.52%
1,049,258 $18.4 Million
Q1 2024

Apr 22, 2024
BUY
$54.75 - $57.86 $904,032 - $955,384
16,512 New
16,512 $955 Million
Q3 2023

Nov 07, 2023
BUY
$53.5 - $55.92 $89,398 - $93,442
1,671 Added 13.2%
14,326 $767 Million
Q2 2023

Sep 06, 2023
BUY
$53.85 - $55.4 $315,830 - $324,921
5,865 Added 86.38%
12,655 $700 Million
Q1 2023

Sep 06, 2023
BUY
$52.13 - $55.7 $353,962 - $378,203
6,790 New
6,790 $371 Million

Others Institutions Holding JEPI

# of Institutions
1,399
Shares Held
746M
Call Options Held
839K
Put Options Held
634K
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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