Fiduciary Group LLC J P Morgan Exchange Traded Fd Transaction History

Fiduciary Group LLC

  • $975 Million
  • Q1 2025

A detailed history of Fiduciary Group LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Fiduciary Group LLC holds 10,922 shares of JEPI stock, worth $612,614. This represents 0.06% of its overall portfolio holdings.

Number of Shares
10,922
Previous 5,350 104.15%
Holding current value
$612,614
Previous $307,000 103.26%
% of portfolio
0.06%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
BUY
$56.17 - $59.71 $312,979 - $332,704
5,572 Added 104.15%
10,922 $624,000
Q4 2024

Feb 11, 2025
BUY
$57.53 - $60.83 $307,785 - $325,440
5,350 New
5,350 $307,000

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

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Fiduciary Group LLC Portfolio

Follow Fiduciary Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fiduciary Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fiduciary Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email