Advisors Management Group Inc J P Morgan Exchange Traded Fd Transaction History

Advisors Management Group Inc

  • $531 Million
  • Q2 2025

A detailed history of Advisors Management Group Inc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Advisors Management Group Inc holds 296,745 shares of JEPI stock, worth $16.8 Million. This represents 3.18% of its overall portfolio holdings.

Number of Shares
296,745
Previous 266,272 11.44%
Holding current value
$16.8 Million
Previous $15.2 Million 10.88%
% of portfolio
3.18%
Previous 3.31%

Shares

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

Jul 16, 2025
BUY
$51.14 - $57.0 $1.56 Million - $1.74 Million
30,473 Added 11.44%
296,745 $16.9 Million
Q1 2025

Apr 25, 2025
BUY
$56.17 - $59.71 $13.6 Million - $14.5 Million
242,699 Added 1029.56%
266,272 $15.2 Million
Q4 2024

Jan 14, 2025
BUY
$57.53 - $60.83 $799,839 - $845,719
13,903 Added 143.77%
23,573 $1.36 Million
Q3 2024

Oct 31, 2024
BUY
$54.98 - $59.51 $97,479 - $105,511
1,773 Added 22.45%
9,670 $575,000
Q2 2024

Jul 31, 2024
BUY
$55.45 - $57.39 $437,888 - $453,208
7,897 New
7,897 $448,000

Others Institutions Holding JEPI

# of Institutions
1,430
Shares Held
333M
Call Options Held
737K
Put Options Held
636K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
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