Coordinated Financial Services, Inc. J P Morgan Exchange Traded Fd Transaction History

Coordinated Financial Services, Inc.

$144 Billion
Q2 2025

A detailed history of Coordinated Financial Services, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Coordinated Financial Services, Inc. holds 27,598 shares of JEPI stock, worth $1.58 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares

27,598

Previous 26,932 2.47%

Holding current value

$1.58 Million

Previous $1.55 Billion 1.26%

% of portfolio

1.09%

Previous 1.21%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 24, 2025	BUY	$51.14 - $57.0 $34,059 - $37,962	666 Added 2.47%	27,598 $1.57 Billion
Q4 2024 Feb 07, 2025	BUY	$57.53 - $60.83 $1.55 Million - $1.64 Million	26,932 New	26,932 $1.55 Billion

Others Institutions Holding JEPI

# of Institutions

1,402

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

More about JEPI

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Coordinated Financial Services, Inc. J P Morgan Exchange Traded Fd Transaction History