Financial Partners Group, Inc J P Morgan Exchange Traded Fd Transaction History

Financial Partners Group, Inc

$627 Million
Q1 2025

A detailed history of Financial Partners Group, Inc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Financial Partners Group, Inc holds 325,350 shares of JEPI stock, worth $17.9 Million. This represents 2.96% of its overall portfolio holdings.

Number of Shares

325,350

Previous 456,139 28.67%

Holding current value

$17.9 Million

Previous $26.2 Million 29.16%

% of portfolio

2.96%

Previous 3.95%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$56.17 - $59.71 $7.35 Million - $7.81 Million	-130,789 Reduced 28.67%	325,350 $18.6 Million
Q4 2024 Jan 24, 2025	SELL	$57.53 - $60.83 $924,046 - $977,051	-16,062 Reduced 3.4%	456,139 $26.2 Million
Q3 2024 Oct 30, 2024	SELL	$54.98 - $59.51 $1.74 Million - $1.88 Million	-31,577 Reduced 6.27%	472,201 $28.1 Million
Q2 2024 Jul 19, 2024	SELL	$55.45 - $57.39 $712,920 - $737,863	-12,857 Reduced 2.49%	503,778 $28.6 Million
Q1 2024 May 07, 2024	SELL	$54.75 - $57.86 $1.65 Million - $1.74 Million	-30,088 Reduced 5.5%	516,635 $29.9 Million
Q4 2023 Feb 09, 2024	BUY	$51.51 - $55.33 $332,497 - $357,155	6,455 Added 1.19%	546,723 $30.1 Million
Q3 2023 Nov 13, 2023	BUY	$53.5 - $55.92 $1.12 Million - $1.17 Million	20,979 Added 4.04%	540,268 $28.9 Million
Q2 2023 Aug 08, 2023	BUY	$53.85 - $55.4 $1.74 Million - $1.79 Million	32,346 Added 6.64%	519,289 $28.7 Million
Q1 2023 May 12, 2023	BUY	$52.13 - $55.7 $636,611 - $680,208	12,212 Added 2.57%	486,943 $26.6 Million
Q4 2022 Feb 14, 2023	BUY	$50.88 - $56.78 $9.56 Million - $10.7 Million	187,811 Added 65.46%	474,731 $25.9 Million
Q3 2022 Nov 14, 2022	BUY	$51.23 - $57.83 $14.7 Million - $16.6 Million	286,920 New	286,920 $14.7 Million

Others Institutions Holding JEPI

# of Institutions

1,364

Shares Held

333M

Call Options Held

511K

Put Options Held

363K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
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Financial Partners Group, Inc J P Morgan Exchange Traded Fd Transaction History