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

Diversify Advisory Services, LLC

$2.61 Trillion
Q2 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 25,963 shares of JEPI stock, worth $1.47 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

25,963

Previous 11,529 125.2%

Holding current value

$1.47 Million

Previous $637 Million 129.51%

% of portfolio

0.06%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$51.14 - $57.0 $738,154 - $822,738	14,434 Added 125.2%	25,963 $1.46 Billion
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

1,423

Shares Held

326M

Call Options Held

839K

Put Options Held

640K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

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