Cherry Creek Investment Advisors, Inc. J P Morgan Exchange Traded Fd Transaction History

Cherry Creek Investment Advisors, Inc.

$205 Million
Q2 2025

A detailed history of Cherry Creek Investment Advisors, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Cherry Creek Investment Advisors, Inc. holds 13,343 shares of JEPI stock, worth $747,074. This represents 0.37% of its overall portfolio holdings.

Number of Shares

13,343

Previous 14,796 9.82%

Holding current value

$747,074

Previous $845,000 10.3%

% of portfolio

0.37%

Previous 0.45%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	SELL	$51.14 - $57.0 $74,306 - $82,821	-1,453 Reduced 9.82%	13,343 $758,000
Q1 2025 Apr 22, 2025	BUY	$56.17 - $59.71 $674 - $716	12 Added 0.08%	14,796 $845,000
Q4 2024 Jan 22, 2025	BUY	$57.53 - $60.83 $16,511 - $17,458	287 Added 1.98%	14,784 $850,000
Q3 2024 Oct 22, 2024	BUY	$54.98 - $59.51 $14,129 - $15,294	257 Added 1.8%	14,497 $862,000
Q2 2024 Jul 17, 2024	SELL	$55.45 - $57.39 $40,034 - $41,435	-722 Reduced 4.83%	14,240 $807,000
Q1 2024 Apr 23, 2024	SELL	$54.75 - $57.86 $30,550 - $32,285	-558 Reduced 3.6%	14,962 $865,000
Q4 2023 Jan 26, 2024	SELL	$51.51 - $55.33 $31,575 - $33,917	-613 Reduced 3.8%	15,520 $853,000
Q3 2023 Oct 13, 2023	SELL	$53.5 - $55.92 $1.36 Million - $1.42 Million	-25,451 Reduced 61.2%	16,133 $864,000
Q2 2023 Jul 14, 2023	BUY	$53.85 - $55.4 $29,725 - $30,580	552 Added 1.35%	41,584 $2.3 Million
Q1 2023 Apr 24, 2023	BUY	$52.13 - $55.7 $65,527 - $70,014	1,257 Added 3.16%	41,032 $2.24 Million
Q4 2022 Feb 10, 2023	SELL	$50.88 - $56.78 $582,118 - $649,619	-11,441 Reduced 22.34%	39,775 $2.17 Million
Q3 2022 Oct 24, 2022	SELL	$51.23 - $57.83 $66,445 - $75,005	-1,297 Reduced 2.47%	51,216 $2.62 Million
Q2 2022 Jul 20, 2022	BUY	$52.86 - $62.23 $88,804 - $104,546	1,680 Added 3.3%	52,513 $2.91 Million
Q1 2022 Apr 22, 2022	BUY	$58.11 - $63.04 $108,549 - $117,758	1,868 Added 3.81%	50,833 $3.12 Million
Q4 2021 Feb 11, 2022	BUY	$59.34 - $63.61 $186,505 - $199,926	3,143 Added 6.86%	48,965 $3.09 Million
Q3 2021 Nov 01, 2021	BUY	$59.61 - $62.63 $2.15 Million - $2.26 Million	36,034 Added 368.14%	45,822 $2.73 Million
Q2 2021 Aug 13, 2021	BUY	$57.89 - $60.58 $566,627 - $592,957	9,788 New	9,788 $0

Others Institutions Holding JEPI

# of Institutions

1,386

Shares Held

737M

Call Options Held

511K

Put Options Held

363K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
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Cherry Creek Investment Advisors, Inc. J P Morgan Exchange Traded Fd Transaction History