Curran Financial Partners, LLC J P Morgan Exchange Traded Fd Transaction History

Curran Financial Partners, LLC

$390 Million
Q2 2025

A detailed history of Curran Financial Partners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Curran Financial Partners, LLC holds 302,416 shares of JEPI stock, worth $17.2 Million. This represents 4.41% of its overall portfolio holdings.

Number of Shares

302,416

Previous 275,440 9.79%

Holding current value

$17.2 Million

Previous $15.7 Million 9.24%

% of portfolio

4.41%

Previous 4.47%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	BUY	$51.14 - $57.0 $1.38 Million - $1.54 Million	26,976 Added 9.79%	302,416 $17.2 Million
Q1 2025 Apr 21, 2025	BUY	$56.17 - $59.71 $1.68 Million - $1.78 Million	29,886 Added 12.17%	275,440 $15.7 Million
Q4 2024 Jan 22, 2025	BUY	$57.53 - $60.83 $1.22 Million - $1.29 Million	21,146 Added 9.42%	245,554 $14.1 Million
Q3 2024 Oct 16, 2024	BUY	$54.98 - $59.51 $718,148 - $777,319	13,062 Added 6.18%	224,408 $13.4 Million
Q2 2024 Jul 22, 2024	BUY	$55.45 - $57.39 $218,694 - $226,346	3,944 Added 1.9%	211,346 $12 Million
Q1 2024 May 02, 2024	BUY	$54.75 - $57.86 $240,243 - $253,889	4,388 Added 2.16%	207,402 $12 Million
Q4 2023 Jan 31, 2024	BUY	$51.51 - $55.33 $580,105 - $623,126	11,262 Added 5.87%	203,014 $11.2 Million
Q3 2023 Nov 09, 2023	BUY	$53.5 - $55.92 $425,271 - $444,508	7,949 Added 4.32%	191,752 $10.3 Million
Q2 2023 Jul 11, 2023	BUY	$53.85 - $55.4 $627,621 - $645,687	11,655 Added 6.77%	183,803 $10.2 Million
Q1 2023 May 02, 2023	BUY	$52.13 - $55.7 $1.51 Million - $1.61 Million	28,935 Added 20.2%	172,148 $9.4 Million
Q4 2022 Feb 14, 2023	BUY	$50.88 - $56.78 $1.1 Million - $1.23 Million	21,644 Added 17.8%	143,213 $7.8 Million
Q3 2022 Nov 03, 2022	BUY	$51.23 - $57.83 $2.26 Million - $2.55 Million	44,067 Added 56.86%	121,569 $6.23 Million
Q2 2022 Aug 05, 2022	BUY	$52.86 - $62.23 $1.35 Million - $1.59 Million	25,580 Added 49.27%	77,502 $4.3 Million
Q1 2022 Apr 27, 2022	BUY	$58.11 - $63.04 $1.75 Million - $1.89 Million	30,054 Added 137.43%	51,922 $3.19 Million
Q4 2021 Feb 10, 2022	BUY	$59.34 - $63.61 $1.3 Million - $1.39 Million	21,868 New	21,868 $1.38 Million

Others Institutions Holding JEPI

# of Institutions

1,402

Shares Held

747M

Call Options Held

839K

Put Options Held

634K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
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Curran Financial Partners, LLC J P Morgan Exchange Traded Fd Transaction History