Ehrlich Financial Group J P Morgan Exchange Traded Fd Transaction History

Ehrlich Financial Group

$154 Billion
Q2 2025

A detailed history of Ehrlich Financial Group transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Ehrlich Financial Group holds 59,973 shares of JEPI stock, worth $3.42 Million. This represents 2.21% of its overall portfolio holdings.

Number of Shares

59,973

Previous 57,090 5.05%

Holding current value

$3.42 Million

Previous $3.26 Billion 4.52%

% of portfolio

2.21%

Previous 2.38%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 08, 2025	BUY	$51.14 - $57.0 $147,436 - $164,331	2,883 Added 5.05%	59,973 $3.41 Billion
Q1 2025 Apr 11, 2025	SELL	$56.17 - $59.71 $23,759 - $25,257	-423 Reduced 0.74%	57,090 $3.26 Billion
Q4 2024 Jan 13, 2025	SELL	$57.53 - $60.83 $123,114 - $130,176	-2,140 Reduced 3.59%	57,513 $3.31 Billion
Q3 2024 Oct 07, 2024	SELL	$54.98 - $59.51 $99,018 - $107,177	-1,801 Reduced 2.93%	59,653 $3.55 Billion
Q2 2024 Jul 12, 2024	BUY	$55.45 - $57.39 $166,571 - $172,399	3,004 Added 5.14%	61,454 $3.48 Billion
Q1 2024 Apr 15, 2024	BUY	$54.75 - $57.86 $475,558 - $502,571	8,686 Added 17.45%	58,450 $3.38 Billion
Q4 2023 Feb 13, 2024	BUY	$51.51 - $55.33 $2.56 Million - $2.75 Million	49,764 New	49,764 $2.74 Billion

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

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 Ehrlich Financial Group, based on Form 13F filings with the SEC.

News

Stay updated on Ehrlich Financial Group with notifications on news.

Account

Ehrlich Financial Group J P Morgan Exchange Traded Fd Transaction History