Diversify Advisory Services, LLC J P Morgan Exchange Traded Fd Transaction History

Diversify Advisory Services, LLC

$1.6 Trillion
Q1 2025

A detailed history of Diversify Advisory Services, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 11,529 shares of JEPI stock, worth $646,661. This represents 0.04% of its overall portfolio holdings.

Number of Shares

11,529

Previous 19,361 40.45%

Holding current value

$646,661

Previous $1.1 Billion 42.31%

% of portfolio

0.04%

Previous 0.06%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	SELL	$56.17 - $59.71 $439,923 - $467,648	-7,832 Reduced 40.45%	11,529 $637 Million
Q4 2024 Jan 16, 2025	SELL	$57.53 - $60.83 $189,388 - $200,252	-3,292 Reduced 14.53%	19,361 $1.1 Billion
Q3 2024 Oct 24, 2024	BUY	$54.98 - $59.51 $96,215 - $104,142	1,750 Added 8.37%	22,653 $1.35 Billion
Q2 2024 Jul 12, 2024	SELL	$55.45 - $57.39 $162,856 - $168,554	-2,937 Reduced 12.32%	20,903 $1.17 Billion
Q1 2024 Apr 30, 2024	BUY	$54.75 - $57.86 $1.31 Million - $1.38 Million	23,840 New	23,840 $1.37 Billion

Others Institutions Holding JEPI

# of Institutions

1,369

Shares Held

334M

Call Options Held

511K

Put Options Held

363K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
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Diversify Advisory Services, LLC J P Morgan Exchange Traded Fd Transaction History