Bradley Foster & Sargent Inc J P Morgan Exchange Traded Fd Transaction History

Bradley Foster & Sargent Inc

  • $6.6 Billion
  • Q3 2025

A detailed history of Bradley Foster & Sargent Inc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Bradley Foster & Sargent Inc holds 62,364 shares of JEPI stock, worth $3.54 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
62,364
Previous 57,683 8.12%
Holding current value
$3.54 Million
Previous $3.28 Million 8.57%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 10, 2025
BUY
$55.61 - $57.37 $260,310 - $268,548
4,681 Added 8.12%
62,364 $3.56 Million
Q2 2025

Aug 11, 2025
BUY
$51.14 - $57.0 $2.95 Million - $3.29 Million
57,683 New
57,683 $3.28 Million

Others Institutions Holding JEPI

# of Institutions
1,433
Shares Held
333M
Call Options Held
737K
Put Options Held
636K
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 Bradley Foster & Sargent Inc Portfolio

Follow Bradley Foster & Sargent Inc 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 Bradley Foster & Sargent Inc, based on Form 13F filings with the SEC.

News

Stay updated on Bradley Foster & Sargent Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email