Arbor Investment Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Arbor Investment Advisors, LLC

  • $785 Million
  • Q3 2025

A detailed history of Arbor Investment Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Arbor Investment Advisors, LLC holds 3,797 shares of JEPI stock, worth $215,024. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,797
Holding current value
$215,024
% of portfolio
0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
BUY
$55.61 - $57.37 $211,151 - $217,833
3,797 New
3,797 $216,000
Q3 2024

Oct 24, 2024
BUY
$54.98 - $59.51 $229,431 - $248,335
4,173 New
4,173 $248,000

Others Institutions Holding JEPI

# of Institutions
1,423
Shares Held
345M
Call Options Held
839K
Put Options Held
640K
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 Arbor Investment Advisors, LLC Portfolio

Follow Arbor Investment Advisors, LLC 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 Arbor Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Arbor Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email