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

Greater Midwest Financial Group, LLC

$131 Billion
Q2 2025

A detailed history of Greater Midwest Financial Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Greater Midwest Financial Group, LLC holds 95,907 shares of JEPI stock, worth $5.49 Million. This represents 4.16% of its overall portfolio holdings.

Number of Shares

95,907

Previous 89,503 7.16%

Holding current value

$5.49 Million

Previous $5.11 Billion 6.61%

% of portfolio

4.16%

Previous 3.56%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$51.14 - $57.0 $327,500 - $365,028	6,404 Added 7.16%	95,907 $5.45 Billion
Q1 2025 Apr 30, 2025	BUY	$56.17 - $59.71 $334,267 - $355,334	5,951 Added 7.12%	89,503 $5.11 Billion
Q4 2024 Jan 17, 2025	BUY	$57.53 - $60.83 $812,208 - $858,797	14,118 Added 20.33%	83,552 $4.81 Billion
Q3 2024 Oct 16, 2024	BUY	$54.98 - $59.51 $59,433 - $64,330	1,081 Added 1.58%	69,434 $4.13 Billion
Q2 2024 Sep 23, 2024	SELL	$55.45 - $57.39 $12.4 Million - $12.8 Million	-223,701 Reduced 76.6%	68,353 $3.9 Billion
Q1 2024 Sep 23, 2024	SELL	$54.75 - $57.86 $1.11 Million - $1.17 Million	-20,276 Reduced 6.49%	292,054 $16.9 Billion
Q4 2023 Sep 23, 2024	BUY	$51.51 - $55.33 $16.1 Million - $17.3 Million	312,330 New	312,330 $17.2 Billion

Others Institutions Holding JEPI

# of Institutions

1,402

Shares Held

748M

Call Options Held

839K

Put Options Held

634K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
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Greater Midwest Financial Group, LLC J P Morgan Exchange Traded Fd Transaction History