Cathy Pareto & Associates, Inc J P Morgan Exchange Traded Fd Transaction History

Cathy Pareto & Associates, Inc

  • $121 Billion
  • Q2 2025

A detailed history of Cathy Pareto & Associates, Inc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Cathy Pareto & Associates, Inc holds 21,547 shares of JEPI stock, worth $1.21 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
21,547
Previous 19,334 11.45%
Holding current value
$1.21 Million
Previous $1.1 Billion 10.89%
% of portfolio
1.01%
Previous 0.98%

Shares

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

Jul 14, 2025
BUY
$51.14 - $57.0 $113,172 - $126,141
2,213 Added 11.45%
21,547 $1.22 Billion
Q1 2025

Apr 10, 2025
BUY
$56.17 - $59.71 $343,311 - $364,947
6,112 Added 46.23%
19,334 $1.1 Billion
Q4 2024

Jan 22, 2025
BUY
$57.53 - $60.83 $760,661 - $804,294
13,222 New
13,222 $761 Million

Others Institutions Holding JEPI

# of Institutions
1,389
Shares Held
737M
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
Track This Portfolio

Track Cathy Pareto & Associates, Inc Portfolio

Follow Cathy Pareto & Associates, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cathy Pareto & Associates, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Cathy Pareto & Associates, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email