Bristlecone Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Bristlecone Advisors, LLC

  • $1.17 Billion
  • Q3 2025

A detailed history of Bristlecone Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Bristlecone Advisors, LLC holds 54,021 shares of JEPI stock, worth $3.07 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
54,021
Previous 56,778 4.86%
Holding current value
$3.07 Million
Previous $3.23 Million 4.43%
% of portfolio
0.26%
Previous 0.27%

Shares

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

Oct 24, 2025
SELL
$55.61 - $57.37 $153,316 - $158,169
-2,757 Reduced 4.86%
54,021 $3.08 Million
Q2 2025

Aug 04, 2025
BUY
$51.14 - $57.0 $121,866 - $135,831
2,383 Added 4.38%
56,778 $3.23 Million
Q1 2025

May 12, 2025
SELL
$56.17 - $59.71 $52,968 - $56,306
-943 Reduced 1.7%
54,395 $3.11 Million
Q4 2024

Jan 29, 2025
SELL
$57.53 - $60.83 $67,885 - $71,779
-1,180 Reduced 2.09%
55,338 $3.18 Million
Q3 2024

Oct 24, 2024
SELL
$54.98 - $59.51 $292,328 - $316,414
-5,317 Reduced 8.6%
56,518 $3.36 Million
Q2 2024

Jul 25, 2024
SELL
$55.45 - $57.39 $227,012 - $234,954
-4,094 Reduced 6.21%
61,835 $3.5 Million
Q1 2024

Apr 22, 2024
BUY
$54.75 - $57.86 $267,563 - $282,761
4,887 Added 8.01%
65,929 $3.81 Million
Q4 2023

Jan 25, 2024
SELL
$51.51 - $55.33 $579,899 - $622,905
-11,258 Reduced 15.57%
61,042 $3.36 Million
Q3 2023

Oct 16, 2023
BUY
$53.5 - $55.92 $25,840 - $27,009
483 Added 0.67%
72,300 $3.87 Million
Q2 2023

Aug 03, 2023
SELL
$53.85 - $55.4 $412,221 - $424,087
-7,655 Reduced 9.63%
71,817 $3.97 Million
Q1 2023

May 11, 2023
BUY
$52.13 - $55.7 $69,124 - $73,858
1,326 Added 1.7%
79,472 $4.34 Million
Q4 2022

Feb 14, 2023
BUY
$50.88 - $56.78 $404,546 - $451,457
7,951 Added 11.33%
78,146 $4.26 Million
Q3 2022

Oct 27, 2022
BUY
$51.23 - $57.83 $1.08 Million - $1.22 Million
21,062 Added 42.87%
70,195 $3.6 Million
Q2 2022

Jul 25, 2022
BUY
$52.86 - $62.23 $934,829 - $1.1 Million
17,685 Added 56.24%
49,133 $2.72 Million
Q1 2022

Apr 22, 2022
BUY
$58.11 - $63.04 $1.04 Million - $1.13 Million
17,890 Added 131.95%
31,448 $1.93 Million
Q4 2021

Jan 19, 2022
BUY
$59.34 - $63.61 $804,531 - $862,424
13,558 New
13,558 $857,000

Others Institutions Holding JEPI

# of Institutions
1,435
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
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