Garrett Investment Advisors LLC J P Morgan Exchange Traded Fd Transaction History

Garrett Investment Advisors LLC

  • $1.09 Billion
  • Q3 2025

A detailed history of Garrett Investment Advisors LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Garrett Investment Advisors LLC holds 15,228 shares of JEPI stock, worth $862,361. This represents 0.08% of its overall portfolio holdings.

Number of Shares
15,228
Previous 10,390 46.56%
Holding current value
$862,361
Previous $590,000 47.29%
% of portfolio
0.08%
Previous 0.06%

Shares

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

Oct 09, 2025
BUY
$55.61 - $57.37 $269,041 - $277,556
4,838 Added 46.56%
15,228 $869,000
Q2 2025

Jul 14, 2025
BUY
$51.14 - $57.0 $125,548 - $139,935
2,455 Added 30.94%
10,390 $590,000
Q1 2025

Apr 10, 2025
BUY
$56.17 - $59.71 $142,559 - $151,543
2,538 Added 47.03%
7,935 $449,000
Q4 2024

Jan 15, 2025
BUY
$57.53 - $60.83 $6,098 - $6,447
106 Added 2.0%
5,397 $310,000
Q3 2024

Oct 17, 2024
BUY
$54.98 - $59.51 $93,136 - $100,809
1,694 Added 47.09%
5,291 $314,000
Q2 2024

Jul 10, 2024
BUY
$55.45 - $57.39 $199,453 - $206,431
3,597 New
3,597 $203,000

Others Institutions Holding JEPI

# of Institutions
1,423
Shares Held
345M
Call Options Held
839K
Put Options Held
640K
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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