A detailed history of Atomi Financial Group, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Atomi Financial Group, Inc. holds 8,566 shares of JEPI stock, worth $485,092. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,566
Previous 19,222 55.44%
Holding current value
$485,092
Previous $1.1 Billion 55.66%
% of portfolio
0.02%
Previous 0.05%

Shares

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

Aug 14, 2025

SELL
$51.14 - $57.0 $544,947 - $607,392
-10,656 Reduced 55.44%
8,566 $487 Million
Q1 2025

May 14, 2025

BUY
$56.17 - $59.71 $786 - $835
14 Added 0.07%
19,222 $1.1 Billion
Q4 2024

Jan 16, 2025

SELL
$57.53 - $60.83 $266,018 - $281,277
-4,624 Reduced 19.4%
19,208 $1.11 Billion
Q3 2024

Oct 08, 2024

SELL
$54.98 - $59.51 $332,409 - $359,797
-6,046 Reduced 20.24%
23,832 $1.42 Billion
Q2 2024

Jul 26, 2024

BUY
$55.45 - $57.39 $82,565 - $85,453
1,489 Added 5.24%
29,878 $1.69 Billion
Q1 2024

May 07, 2024

SELL
$54.75 - $57.86 $215,605 - $227,852
-3,938 Reduced 12.18%
28,389 $1.64 Billion
Q4 2023

Feb 08, 2024

BUY
$51.51 - $55.33 $649,026 - $697,158
12,600 Added 63.87%
32,327 $1.78 Billion
Q3 2023

Nov 09, 2023

BUY
$53.5 - $55.92 $119,144 - $124,533
2,227 Added 12.73%
19,727 $1.06 Billion
Q2 2023

Aug 03, 2023

BUY
$53.85 - $55.4 $942,375 - $969,500
17,500 New
17,500 $968 Million

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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