Davies Financial Advisors, Inc. J P Morgan Exchange Traded Fd Transaction History

Davies Financial Advisors, Inc.

  • $123 Billion
  • Q3 2025

A detailed history of Davies Financial Advisors, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Davies Financial Advisors, Inc. holds 3,953 shares of JEPI stock, worth $223,858. This represents 0.18% of its overall portfolio holdings.

Number of Shares
3,953
Previous 5,106 22.58%
Holding current value
$223,858
Previous $290 Million 22.24%
% of portfolio
0.18%
Previous 0.23%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
SELL
$55.61 - $57.37 $64,118 - $66,147
-1,153 Reduced 22.58%
3,953 $226 Million
Q3 2024

Oct 09, 2024
BUY
$54.98 - $59.51 $280,727 - $303,858
5,106 New
5,106 $304 Million

Others Institutions Holding JEPI

# of Institutions
1,421
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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