Consolidated Portfolio Review Corp J P Morgan Exchange Traded Fd Transaction History

Consolidated Portfolio Review Corp

  • $723 Billion
  • Q2 2025

A detailed history of Consolidated Portfolio Review Corp transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Consolidated Portfolio Review Corp holds 21,178 shares of JEPI stock, worth $1.2 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
21,178
Previous 12,574 68.43%
Holding current value
$1.2 Million
Previous $718 Million 67.57%
% of portfolio
0.17%
Previous 0.12%

Shares

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

Jul 17, 2025
BUY
$51.14 - $57.0 $440,008 - $490,428
8,604 Added 68.43%
21,178 $1.2 Billion
Q1 2025

Apr 22, 2025
BUY
$56.17 - $59.71 $50,609 - $53,798
901 Added 7.72%
12,574 $718 Million
Q4 2024

Jan 27, 2025
BUY
$57.53 - $60.83 $467,201 - $494,000
8,121 Added 228.63%
11,673 $672 Million
Q3 2024

Oct 23, 2024
BUY
$54.98 - $59.51 $195,288 - $211,379
3,552 New
3,552 $211 Million
Q3 2023

Nov 13, 2023
BUY
$53.5 - $55.92 $344,593 - $360,180
6,441 New
6,441 $345 Million

Others Institutions Holding JEPI

# of Institutions
1,415
Shares Held
345M
Call Options Held
839K
Put Options Held
640K
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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