Avantax Advisory Services, Inc. J P Morgan Exchange Traded Fd Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 1,219,339 shares of JEPI stock, worth $69.5 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

1,219,339

Previous 1,192,929 2.21%

Holding current value

$69.5 Million

Previous $68.2 Million 1.7%

% of portfolio

0.39%

Previous 0.43%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$51.14 - $57.0 $1.35 Million - $1.51 Million	26,410 Added 2.21%	1,219,339 $69.3 Million
Q1 2025 May 06, 2025	BUY	$56.17 - $59.71 $11.8 Million - $12.5 Million	209,915 Added 21.35%	1,192,929 $68.2 Million
Q4 2024 Feb 07, 2025	BUY	$57.53 - $60.83 $6.94 Million - $7.34 Million	120,707 Added 14.0%	983,014 $56.6 Million
Q3 2024 Nov 13, 2024	BUY	$54.98 - $59.51 $3.07 Million - $3.33 Million	55,893 Added 6.93%	862,307 $51.3 Million
Q2 2024 Aug 09, 2024	BUY	$55.45 - $57.39 $1.5 Million - $1.55 Million	26,972 Added 3.46%	806,414 $45.7 Million
Q1 2024 May 08, 2024	BUY	$54.75 - $57.86 $5.32 Million - $5.62 Million	97,078 Added 14.23%	779,442 $45.1 Million
Q4 2023 Feb 07, 2024	BUY	$51.51 - $55.33 $6.15 Million - $6.6 Million	119,300 Added 21.19%	682,364 $37.5 Million
Q3 2023 Nov 07, 2023	BUY	$53.5 - $55.92 $21 Million - $22 Million	393,245 Added 231.57%	563,064 $30.2 Million
Q2 2023 Aug 11, 2023	BUY	$53.85 - $55.4 $1.25 Million - $1.29 Million	23,283 Added 15.89%	169,819 $9.4 Million
Q1 2023 Apr 28, 2023	BUY	$52.13 - $55.7 $1.54 Million - $1.64 Million	29,469 Added 25.17%	146,536 $8 Million
Q4 2022 Feb 13, 2023	BUY	$50.88 - $56.78 $2.1 Million - $2.35 Million	41,346 Added 54.6%	117,067 $6.38 Million
Q3 2022 Nov 01, 2022	BUY	$51.23 - $57.83 $1.64 Million - $1.85 Million	32,060 Added 73.43%	75,721 $3.88 Million
Q2 2022 Aug 02, 2022	BUY	$52.86 - $62.23 $1.41 Million - $1.66 Million	26,668 Added 156.94%	43,661 $2.42 Million
Q1 2022 Apr 27, 2022	BUY	$58.11 - $63.04 $416,823 - $452,185	7,173 Added 73.04%	16,993 $1.04 Million
Q4 2021 Jan 24, 2022	BUY	$59.34 - $63.61 $358,413 - $384,204	6,040 Added 159.79%	9,820 $621,000
Q3 2021 Oct 21, 2021	BUY	$59.61 - $62.63 $225,325 - $236,741	3,780 New	3,780 $226,000

Others Institutions Holding JEPI

# of Institutions

1,400

Shares Held

748M

Call Options Held

839K

Put Options Held

634K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
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Avantax Advisory Services, Inc. J P Morgan Exchange Traded Fd Transaction History