First Foundation Advisors J P Morgan Exchange Traded Fd Transaction History

First Foundation Advisors

$2.63 Billion
Q2 2025

A detailed history of First Foundation Advisors transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, First Foundation Advisors holds 1,430,764 shares of JEPI stock, worth $81 Million. This represents 3.1% of its overall portfolio holdings.

Number of Shares

1,430,764

Previous 1,502,869 4.8%

Holding current value

$81 Million

Previous $85.9 Million 5.28%

% of portfolio

3.1%

Previous 3.58%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$51.14 - $57.0 $3.69 Million - $4.11 Million	-72,105 Reduced 4.8%	1,430,764 $81.3 Million
Q1 2025 May 07, 2025	SELL	$56.17 - $59.71 $5.25 Million - $5.58 Million	-93,533 Reduced 5.86%	1,502,869 $85.9 Million
Q4 2024 Feb 13, 2025	BUY	$57.53 - $60.83 $8.73 Million - $9.23 Million	151,673 Added 10.5%	1,596,402 $91.8 Million
Q3 2024 Nov 13, 2024	BUY	$54.98 - $59.51 $1.92 Million - $2.08 Million	34,902 Added 2.48%	1,444,729 $86 Million
Q2 2024 Aug 06, 2024	BUY	$55.45 - $57.39 $11.5 Million - $11.9 Million	206,732 Added 17.18%	1,409,827 $79.9 Million
Q1 2024 May 09, 2024	BUY	$54.75 - $57.86 $31.5 Million - $33.3 Million	576,068 Added 91.87%	1,203,095 $69.6 Million
Q4 2023 Feb 14, 2024	BUY	$51.51 - $55.33 $526,947 - $566,025	10,230 Added 1.66%	627,027 $34.5 Million
Q3 2023 Nov 15, 2023	BUY	$53.5 - $55.92 $14.8 Million - $15.5 Million	276,953 Added 81.49%	616,797 $33 Million
Q2 2023 Aug 14, 2023	BUY	$53.85 - $55.4 $2.77 Million - $2.85 Million	51,475 Added 17.85%	339,844 $18.8 Million
Q1 2023 May 12, 2023	BUY	$52.13 - $55.7 $6.74 Million - $7.21 Million	129,378 Added 81.37%	288,369 $15.7 Million
Q4 2022 Feb 14, 2023	BUY	$50.88 - $56.78 $323,138 - $360,609	6,351 Added 4.16%	158,991 $8.66 Million
Q3 2022 Nov 10, 2022	BUY	$51.23 - $57.83 $1.11 Million - $1.25 Million	21,638 Added 16.52%	152,640 $7.82 Million
Q2 2022 Aug 12, 2022	BUY	$52.86 - $62.23 $2.98 Million - $3.5 Million	56,315 Added 75.4%	131,002 $7.26 Million
Q1 2022 May 05, 2022	BUY	$58.11 - $63.04 $2.99 Million - $3.25 Million	51,530 Added 222.52%	74,687 $4.59 Million
Q4 2021 Feb 14, 2022	BUY	$59.34 - $63.61 $888,972 - $952,941	14,981 Added 183.23%	23,157 $1.46 Million
Q3 2021 Nov 15, 2021	BUY	$59.61 - $62.63 $204,998 - $215,384	3,439 Added 72.6%	8,176 $487,000
Q2 2021 Aug 13, 2021	BUY	$57.89 - $60.58 $274,224 - $286,967	4,737 New	4,737 $287,000

Others Institutions Holding JEPI

# of Institutions

1,415

Shares Held

345M

Call Options Held

839K

Put Options Held

640K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
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First Foundation Advisors J P Morgan Exchange Traded Fd Transaction History