Cerity Partners LLC J P Morgan Exchange Traded Fd Transaction History

Cerity Partners LLC

$48.7 Billion
Q1 2025

A detailed history of Cerity Partners LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Cerity Partners LLC holds 156,787 shares of JEPI stock, worth $8.96 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

156,787

Previous 132,331 18.48%

Holding current value

$8.96 Million

Previous $7.61 Million 17.67%

% of portfolio

0.02%

Previous 0.02%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$56.17 - $59.71 $1.37 Million - $1.46 Million	24,456 Added 18.48%	156,787 $8.96 Million
Q4 2024 Feb 13, 2025	BUY	$57.53 - $60.83 $480,893 - $508,477	8,359 Added 6.74%	132,331 $7.61 Million
Q3 2024 Nov 12, 2024	SELL	$54.98 - $59.51 $1.55 Million - $1.68 Million	-28,266 Reduced 18.57%	123,972 $7.38 Million
Q2 2024 Aug 13, 2024	BUY	$55.45 - $57.39 $1.17 Million - $1.21 Million	21,124 Added 16.11%	152,238 $8.63 Million
Q1 2024 May 14, 2024	BUY	$54.75 - $57.86 $1.18 Million - $1.24 Million	21,499 Added 19.61%	131,114 $7.59 Million
Q4 2023 Jan 26, 2024	BUY	$51.51 - $55.33 $2.84 Million - $3.05 Million	55,200 Added 101.44%	109,615 $6.03 Million
Q3 2023 Nov 13, 2023	BUY	$53.5 - $55.92 $239,840 - $250,689	4,483 Added 8.98%	54,415 $2.91 Million
Q2 2023 Aug 14, 2023	BUY	$53.85 - $55.4 $1.91 Million - $1.97 Million	35,518 Added 246.41%	49,932 $2.76 Million
Q1 2023 May 11, 2023	BUY	$52.13 - $55.7 $353,232 - $377,423	6,776 Added 88.71%	14,414 $787,000
Q4 2022 Feb 15, 2023	BUY	$50.88 - $56.78 $27,678 - $30,888	544 Added 7.67%	7,638 $416,000
Q3 2022 Nov 10, 2022	BUY	$51.23 - $57.83 $60,758 - $68,586	1,186 Added 20.07%	7,094 $363,000
Q2 2022 Aug 10, 2022	SELL	$52.86 - $62.23 $107,728 - $126,824	-2,038 Reduced 25.65%	5,908 $328,000
Q1 2022 Apr 25, 2022	BUY	$58.11 - $63.04 $66,187 - $71,802	1,139 Added 16.73%	7,946 $488,000
Q4 2021 Feb 14, 2022	BUY	$59.34 - $63.61 $403,927 - $432,993	6,807 New	6,807 $430,000

Others Institutions Holding JEPI

# of Institutions

1,382

Shares Held

726M

Call Options Held

511K

Put Options Held

363K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
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Cerity Partners LLC J P Morgan Exchange Traded Fd Transaction History