Investor'S Fiduciary Advisor Network, LLC J P Morgan Exchange Traded Fd Transaction History

Investor'S Fiduciary Advisor Network, LLC

  • $212 Million
  • Q1 2025

A detailed history of Investor'S Fiduciary Advisor Network, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Investor'S Fiduciary Advisor Network, LLC holds 28,451 shares of JEPI stock, worth $1.6 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
28,451
Previous 25,857 10.03%
Holding current value
$1.6 Million
Previous $1.49 Million 9.28%
% of portfolio
0.77%
Previous 0.57%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
$56.17 - $59.71 $145,704 - $154,887
2,594 Added 10.03%
28,451 $1.63 Million
Q4 2024

Feb 14, 2025
BUY
$57.53 - $60.83 $1.49 Million - $1.57 Million
25,857 New
25,857 $1.49 Million

Others Institutions Holding JEPI

# of Institutions
1,372
Shares Held
334M
Call Options Held
511K
Put Options Held
363K
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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