Clear Point Advisors Inc. J P Morgan Exchange Traded Fd Transaction History

Clear Point Advisors Inc.

$119 Billion
Q2 2025

A detailed history of Clear Point Advisors Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Clear Point Advisors Inc. holds 5,012 shares of JEPI stock, worth $285,533. This represents 0.24% of its overall portfolio holdings.

Number of Shares

5,012

Previous 4,902 2.24%

Holding current value

$285,533

Previous $280 Million 1.72%

% of portfolio

0.24%

Previous 0.25%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	$51.14 - $57.0 $5,625 - $6,270	110 Added 2.24%	5,012 $285 Million
Q1 2025 Apr 21, 2025	SELL	$56.17 - $59.71 $19,715 - $20,958	-351 Reduced 6.68%	4,902 $280 Million
Q4 2024 Jan 31, 2025	BUY	$57.53 - $60.83 $40,098 - $42,398	697 Added 15.3%	5,253 $302 Million
Q3 2024 Nov 08, 2024	BUY	$54.98 - $59.51 $44,643 - $48,322	812 Added 21.69%	4,556 $271 Million
Q2 2024 Aug 14, 2024	BUY	$55.45 - $57.39 $2,162 - $2,238	39 Added 1.05%	3,744 $212 Million
Q1 2024 May 15, 2024	BUY	$54.75 - $57.86 $3,558 - $3,760	65 Added 1.79%	3,705 $214 Million
Q4 2023 May 15, 2024	BUY	$51.51 - $55.33 $187,496 - $201,401	3,640 New	3,640 $200 Million

Others Institutions Holding JEPI

# of Institutions

1,400

Shares Held

748M

Call Options Held

839K

Put Options Held

634K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

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Clear Point Advisors Inc. J P Morgan Exchange Traded Fd Transaction History