Cathy Pareto & Associates, Inc J P Morgan Exchange Traded Fd Transaction History

Cathy Pareto & Associates, Inc

  • $133 Billion
  • Q3 2025

A detailed history of Cathy Pareto & Associates, Inc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Cathy Pareto & Associates, Inc holds 21,484 shares of JEPI stock, worth $1.22 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares
21,484
Previous 21,547 0.29%
Holding current value
$1.22 Million
Previous $1.22 Billion 0.15%
% of portfolio
0.93%
Previous 1.01%

Shares

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

Oct 23, 2025
SELL
$55.61 - $57.37 $3,503 - $3,614
-63 Reduced 0.29%
21,484 $1.23 Billion
Q2 2025

Jul 14, 2025
BUY
$51.14 - $57.0 $113,172 - $126,141
2,213 Added 11.45%
21,547 $1.22 Billion
Q1 2025

Apr 10, 2025
BUY
$56.17 - $59.71 $343,311 - $364,947
6,112 Added 46.23%
19,334 $1.1 Billion
Q4 2024

Jan 22, 2025
BUY
$57.53 - $60.83 $760,661 - $804,294
13,222 New
13,222 $761 Million

Others Institutions Holding JEPI

# of Institutions
1,431
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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