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

Centerpoint Advisors, LLC

  • $295 Million
  • Q2 2025

A detailed history of Centerpoint Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Centerpoint Advisors, LLC holds 966 shares of JEPI stock, worth $54,704. This represents 0.02% of its overall portfolio holdings.

Number of Shares
966
Previous 942 2.55%
Holding current value
$54,704
Previous $54,000 1.85%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 01, 2025
BUY
$51.14 - $57.0 $1,227 - $1,368
24 Added 2.55%
966 $55,000
Q1 2025

May 12, 2025
BUY
$56.17 - $59.71 $5,111 - $5,433
91 Added 10.69%
942 $54,000
Q4 2024

Jan 31, 2025
BUY
$57.53 - $60.83 $920 - $973
16 Added 1.92%
851 $49,000
Q3 2024

Oct 15, 2024
BUY
$54.98 - $59.51 $4,673 - $5,058
85 Added 11.33%
835 $50,000
Q2 2024

Jul 30, 2024
BUY
$55.45 - $57.39 $41,587 - $43,042
750 New
750 $43,000
Q1 2023

May 03, 2023
BUY
$52.13 - $55.7 $43,007 - $45,952
825 Added 3300.0%
850 $46,000
Q4 2022

Jan 24, 2023
BUY
$50.88 - $56.78 $1,272 - $1,419
25 New
25 $1,000

Others Institutions Holding JEPI

# of Institutions
1,399
Shares Held
345M
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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