Cfo4 Life Group, LLC J P Morgan Exchange Traded Fd Transaction History

Cfo4 Life Group, LLC

$562 Million
Q1 2025

A detailed history of Cfo4 Life Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Cfo4 Life Group, LLC holds 196,176 shares of JEPI stock, worth $10.8 Million. This represents 2.0% of its overall portfolio holdings.

Number of Shares

196,176

Previous 578,253 66.07%

Holding current value

$10.8 Million

Previous $33.3 Million 66.3%

% of portfolio

2.0%

Previous 5.95%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$56.17 - $59.71 $21.5 Million - $22.8 Million	-382,077 Reduced 66.07%	196,176 $11.2 Million
Q4 2024 Feb 10, 2025	BUY	$57.53 - $60.83 $1.38 Million - $1.46 Million	23,971 Added 4.32%	578,253 $33.3 Million
Q3 2024 Nov 12, 2024	SELL	$54.98 - $59.51 $1.1 Million - $1.19 Million	-19,930 Reduced 3.47%	554,282 $33 Million
Q2 2024 Jul 31, 2024	BUY	$55.45 - $57.39 $315,787 - $326,836	5,695 Added 1.0%	574,212 $32.5 Million
Q1 2024 May 06, 2024	BUY	$54.75 - $57.86 $1.95 Million - $2.06 Million	35,683 Added 6.7%	568,517 $32.9 Million
Q4 2023 Jan 24, 2024	BUY	$51.51 - $55.33 $507,837 - $545,498	9,859 Added 1.89%	532,834 $29.3 Million
Q3 2023 Oct 30, 2023	BUY	$53.5 - $55.92 $1.38 Million - $1.44 Million	25,820 Added 5.19%	522,975 $28 Million
Q2 2023 Aug 07, 2023	BUY	$53.85 - $55.4 $1.3 Million - $1.34 Million	24,217 Added 5.12%	497,155 $27.5 Million
Q1 2023 May 03, 2023	BUY	$52.13 - $55.7 $24.7 Million - $26.3 Million	472,938 New	472,938 $25.8 Million

Others Institutions Holding JEPI

# of Institutions

1,350

Shares Held

312M

Call Options Held

179K

Put Options Held

309K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
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Cfo4 Life Group, LLC J P Morgan Exchange Traded Fd Transaction History