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

Fiduciary Financial Group, LLC

  • $633 Billion
  • Q3 2025

A detailed history of Fiduciary Financial Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Fiduciary Financial Group, LLC holds 16,420 shares of JEPI stock, worth $935,447. This represents 0.15% of its overall portfolio holdings.

Number of Shares
16,420
Previous 11,324 45.0%
Holding current value
$935,447
Previous $643 Million 45.82%
% of portfolio
0.15%
Previous 0.12%

Shares

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

Oct 09, 2025
BUY
$55.61 - $57.37 $283,388 - $292,357
5,096 Added 45.0%
16,420 $938 Million
Q2 2025

Jul 02, 2025
BUY
$51.14 - $57.0 $44,236 - $49,305
865 Added 8.27%
11,324 $643 Million
Q1 2025

Apr 14, 2025
BUY
$56.17 - $59.71 $370,441 - $393,787
6,595 Added 170.68%
10,459 $559 Million
Q2 2024

Jul 17, 2024
BUY
$55.45 - $57.39 $214,258 - $221,754
3,864 New
3,864 $221 Million

Others Institutions Holding JEPI

# of Institutions
1,400
Shares Held
747M
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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