Cambridge Investment Research Advisors, Inc. J P Morgan Exchange Traded Fd Transaction History

Cambridge Investment Research Advisors, Inc.

$29.6 Billion
Q1 2025

A detailed history of Cambridge Investment Research Advisors, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Cambridge Investment Research Advisors, Inc. holds 2,043,548 shares of JEPI stock, worth $114 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

2,043,548

Previous 1,970,127 3.73%

Holding current value

$114 Million

Previous $113 Million 3.02%

% of portfolio

0.39%

Previous 0.38%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$56.17 - $59.71 $4.12 Million - $4.38 Million	73,421 Added 3.73%	2,043,548 $117 Million
Q4 2024 Feb 14, 2025	BUY	$57.53 - $60.83 $1.33 Million - $1.41 Million	23,120 Added 1.19%	1,970,127 $113 Million
Q3 2024 Oct 28, 2024	BUY	$54.98 - $59.51 $4.96 Million - $5.37 Million	90,219 Added 4.86%	1,947,007 $116 Million
Q2 2024 Jul 26, 2024	SELL	$55.45 - $57.39 $16 Million - $16.5 Million	-288,250 Reduced 13.44%	1,856,788 $105 Million
Q1 2024 Apr 24, 2024	BUY	$54.75 - $57.86 $8.93 Million - $9.43 Million	163,017 Added 8.22%	2,145,038 $124 Million
Q4 2023 Feb 09, 2024	BUY	$51.51 - $55.33 $1.7 Million - $1.82 Million	32,965 Added 1.69%	1,982,021 $109 Million
Q3 2023 Oct 24, 2023	SELL	$53.5 - $55.92 $13.9 Million - $14.6 Million	-260,658 Reduced 11.8%	1,949,056 $104 Million
Q2 2023 Jul 13, 2023	BUY	$53.85 - $55.4 $15.5 Million - $16 Million	288,697 Added 15.03%	2,209,714 $122 Million
Q1 2023 May 11, 2023	BUY	$52.13 - $55.7 $11.8 Million - $12.6 Million	225,612 Added 13.31%	1,921,017 $105 Million
Q4 2022 Feb 08, 2023	BUY	$50.88 - $56.78 $5.45 Million - $6.08 Million	107,059 Added 6.74%	1,695,405 $92.4 Million
Q3 2022 Oct 17, 2022	BUY	$51.23 - $57.83 $12.2 Million - $13.8 Million	238,167 Added 17.64%	1,588,346 $0
Q2 2022 Jul 13, 2022	BUY	$52.86 - $62.23 $10.7 Million - $12.6 Million	202,891 Added 17.68%	1,350,179 $0
Q1 2022 May 12, 2022	BUY	$58.11 - $63.04 $19.4 Million - $21.1 Million	334,462 Added 41.15%	1,147,288 $0
Q4 2021 Feb 03, 2022	BUY	$59.34 - $63.61 $13.1 Million - $14 Million	220,432 Added 37.21%	812,826 $0
Q3 2021 Nov 02, 2021	BUY	$59.61 - $62.63 $13.1 Million - $13.7 Million	219,414 Added 58.83%	592,394 $0
Q2 2021 Aug 10, 2021	BUY	$57.89 - $60.58 $18.2 Million - $19.1 Million	315,205 Added 545.57%	372,980 $0
Q1 2021 May 07, 2021	SELL	$54.44 - $58.32 $1.57 Million - $1.69 Million	-28,929 Reduced 33.37%	57,775 $0
Q4 2020 Feb 04, 2021	BUY	$52.14 - $55.91 $4.52 Million - $4.85 Million	86,704 New	86,704 $0

Others Institutions Holding JEPI

# of Institutions

1,372

Shares Held

334M

Call Options Held

511K

Put Options Held

363K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
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Cambridge Investment Research Advisors, Inc. J P Morgan Exchange Traded Fd Transaction History