Farther Finance Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Farther Finance Advisors, LLC

  • $6.63 Trillion
  • Q3 2025

A detailed history of Farther Finance Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Farther Finance Advisors, LLC holds 54,598 shares of JEPI stock, worth $3.09 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
54,598
Previous 142,004 61.55%
Holding current value
$3.09 Million
Previous $8.07 Billion 61.38%
% of portfolio
0.05%
Previous 0.16%

Shares

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

Oct 14, 2025
SELL
$55.61 - $57.37 $4.86 Million - $5.01 Million
-87,406 Reduced 61.55%
54,598 $3.12 Billion
Q2 2025

Jul 11, 2025
SELL
$51.14 - $57.0 $2 Million - $2.22 Million
-39,022 Reduced 21.56%
142,004 $8.07 Billion
Q1 2025

Apr 14, 2025
BUY
$56.17 - $59.71 $7.82 Million - $8.31 Million
139,186 Added 332.66%
181,026 $10.3 Billion
Q4 2024

Feb 07, 2025
BUY
$57.53 - $60.83 $174,258 - $184,254
3,029 Added 7.8%
41,840 $2.41 Billion
Q3 2024

Oct 28, 2024
BUY
$54.98 - $59.51 $865,440 - $936,746
15,741 Added 68.23%
38,811 $2.31 Billion
Q2 2024

Jul 31, 2024
BUY
$55.45 - $57.39 $600,301 - $621,304
10,826 Added 88.42%
23,070 $1.29 Billion
Q1 2024

May 13, 2024
BUY
$54.75 - $57.86 $278,622 - $294,449
5,089 Added 71.13%
12,244 $701 Million
Q4 2023

Feb 14, 2024
SELL
$51.51 - $55.33 $5,872 - $6,307
-114 Reduced 1.11%
10,135 $557 Million
Q3 2023

Nov 13, 2023
BUY
$53.5 - $55.92 $165,529 - $173,016
3,094 Added 43.24%
10,249 $549 Million
Q2 2023

May 13, 2024
SELL
$53.85 - $55.4 $31,448 - $32,353
-584 Reduced 7.55%
7,155 $396 Million
Q2 2023

Sep 12, 2023
SELL
$53.85 - $55.4 $31,448 - $32,353
-584 Reduced 7.55%
7,155 $396 Million
Q1 2023

May 13, 2024
SELL
$52.13 - $55.7 $124,903 - $133,457
-2,396 Reduced 23.64%
7,739 $423 Million
Q1 2023

Sep 12, 2023
BUY
$52.13 - $55.7 $403,434 - $431,062
7,739 New
7,739 $423 Million

Others Institutions Holding JEPI

# of Institutions
1,399
Shares Held
345M
Call Options Held
839K
Put Options Held
634K
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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