Apexium Financial, LP J P Morgan Exchange Traded Fd Transaction History

Apexium Financial, LP

  • $1.71 Billion
  • Q2 2025

A detailed history of Apexium Financial, LP transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Apexium Financial, LP holds 239,190 shares of JEPI stock, worth $13.6 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
239,190
Previous 179,372 33.35%
Holding current value
$13.6 Million
Previous $10.2 Million 32.67%
% of portfolio
0.8%
Previous 0.67%

Shares

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

Jul 22, 2025
BUY
$51.14 - $57.0 $3.06 Million - $3.41 Million
59,818 Added 33.35%
239,190 $13.6 Million
Q1 2025

May 14, 2025
BUY
$56.17 - $59.71 $4.79 Million - $5.1 Million
85,353 Added 90.78%
179,372 $10.2 Million
Q4 2024

Jan 22, 2025
BUY
$57.53 - $60.83 $3.17 Million - $3.35 Million
55,018 Added 141.07%
94,019 $5.41 Million
Q3 2024

Oct 15, 2024
BUY
$54.98 - $59.51 $690,658 - $747,564
12,562 Added 47.51%
39,001 $2.32 Million
Q2 2024

Aug 05, 2024
BUY
$55.45 - $57.39 $55,560 - $57,504
1,002 Added 3.94%
26,439 $1.5 Million
Q1 2024

Apr 19, 2024
SELL
$54.75 - $57.86 $2.5 Million - $2.64 Million
-45,638 Reduced 64.21%
25,437 $1.47 Million
Q4 2023

Feb 08, 2024
BUY
$51.51 - $55.33 $2.04 Million - $2.19 Million
39,657 Added 126.22%
71,075 $3.91 Million
Q3 2023

Oct 24, 2023
BUY
$53.5 - $55.92 $20,116 - $21,025
376 Added 1.21%
31,418 $1.68 Million
Q2 2023

Aug 14, 2023
BUY
$53.85 - $55.4 $17,285 - $17,783
321 Added 1.04%
31,042 $1.72 Million
Q1 2023

May 17, 2023
BUY
$52.13 - $55.7 $199,605 - $213,275
3,829 Added 14.24%
30,721 $1.68 Million
Q4 2022

Feb 14, 2023
BUY
$50.88 - $56.78 $274,446 - $306,271
5,394 Added 25.09%
26,892 $1.47 Million
Q3 2022

Nov 14, 2022
BUY
$51.23 - $57.83 $1.1 Million - $1.24 Million
21,498 New
21,498 $1.1 Million

Others Institutions Holding JEPI

# of Institutions
1,387
Shares Held
732M
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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