Frank, Rimerman Advisors LLC J P Morgan Exchange Traded Fd Transaction History

Frank, Rimerman Advisors LLC

  • $1.46 Billion
  • Q2 2025

A detailed history of Frank, Rimerman Advisors LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Frank, Rimerman Advisors LLC holds 23,700 shares of JEPI stock, worth $1.34 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
23,700
Previous 18,751 26.39%
Holding current value
$1.34 Million
Previous $1.07 Million 25.77%
% of portfolio
0.09%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$51.14 - $57.0 $253,091 - $282,093
4,949 Added 26.39%
23,700 $1.35 Million
Q1 2025

May 12, 2025
BUY
$56.17 - $59.71 $485,477 - $516,073
8,643 Added 85.51%
18,751 $1.07 Million
Q4 2024

Feb 10, 2025
BUY
$57.53 - $60.83 $581,513 - $614,869
10,108 New
10,108 $581,000

Others Institutions Holding JEPI

# of Institutions
1,400
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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