Diversified Portfolios, Inc. J P Morgan Exchange Traded Fd Transaction History

Diversified Portfolios, Inc.

$851 Million
Q2 2025

A detailed history of Diversified Portfolios, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Diversified Portfolios, Inc. holds 16,104 shares of JEPI stock, worth $917,444. This represents 0.11% of its overall portfolio holdings.

Number of Shares

16,104

Previous 14,107 14.16%

Holding current value

$917,444

Previous $806,000 13.52%

% of portfolio

0.11%

Previous 0.1%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$51.14 - $57.0 $102,126 - $113,829	1,997 Added 14.16%	16,104 $915,000
Q1 2025 Apr 22, 2025	BUY	$56.17 - $59.71 $13,986 - $14,867	249 Added 1.8%	14,107 $806,000
Q4 2024 Jan 29, 2025	BUY	$57.53 - $60.83 $22,321 - $23,602	388 Added 2.88%	13,858 $797,000
Q3 2024 Nov 06, 2024	BUY	$54.98 - $59.51 $65,976 - $71,412	1,200 Added 9.78%	13,470 $801,000
Q2 2024 Jul 22, 2024	BUY	$55.45 - $57.39 $33,270 - $34,434	600 Added 5.14%	12,270 $695,000
Q1 2024 May 07, 2024	BUY	$54.75 - $57.86 $170,765 - $180,465	3,119 Added 36.48%	11,670 $675,000
Q4 2023 Jan 30, 2024	BUY	$51.51 - $55.33 $17,255 - $18,535	335 Added 4.08%	8,551 $470,000
Q3 2023 Nov 02, 2023	BUY	$53.5 - $55.92 $211,592 - $221,163	3,955 Added 92.82%	8,216 $440,000
Q2 2023 Aug 09, 2023	BUY	$53.85 - $55.4 $229,454 - $236,059	4,261 New	4,261 $235,000

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
Sector ETFs
Industry ETFs

More about JEPI

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Diversified Portfolios, Inc. J P Morgan Exchange Traded Fd Transaction History