Beckerman Institutional, LLC J P Morgan Exchange Traded Fd Transaction History

Beckerman Institutional, LLC

  • $151 Million
  • Q2 2025

A detailed history of Beckerman Institutional, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Beckerman Institutional, LLC holds 19,984 shares of JEPI stock, worth $1.14 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
19,984
Previous 21,900 8.75%
Holding current value
$1.14 Million
Previous $1.25 Million 9.19%
% of portfolio
0.75%
Previous 0.91%

Shares

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

Aug 05, 2025
SELL
$51.14 - $57.0 $97,984 - $109,212
-1,916 Reduced 8.75%
19,984 $1.14 Million
Q1 2025

May 05, 2025
SELL
$56.17 - $59.71 $116,047 - $123,360
-2,066 Reduced 8.62%
21,900 $1.25 Million
Q4 2024

Jan 29, 2025
BUY
$57.53 - $60.83 $14,842 - $15,694
258 Added 1.09%
23,966 $1.38 Million
Q3 2024

Nov 01, 2024
BUY
$54.98 - $59.51 $1.3 Million - $1.41 Million
23,708 New
23,708 $1.41 Million

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

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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