Goldstone Financial Group, LLC J P Morgan Exchange Traded Fd Transaction History

Goldstone Financial Group, LLC

  • $757 Billion
  • Q2 2025

A detailed history of Goldstone Financial Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Goldstone Financial Group, LLC holds 64,651 shares of JEPI stock, worth $3.68 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
64,651
Previous 61,363 5.36%
Holding current value
$3.68 Million
Previous $3.51 Billion 5.03%
% of portfolio
0.49%
Previous 0.53%

Shares

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

Jul 08, 2025
BUY
$51.14 - $57.0 $168,148 - $187,416
3,288 Added 5.36%
64,651 $3.68 Billion
Q1 2025

Apr 16, 2025
SELL
$56.17 - $59.71 $394,594 - $419,462
-7,025 Reduced 10.27%
61,363 $3.51 Billion
Q4 2024

Jan 14, 2025
BUY
$57.53 - $60.83 $249,565 - $263,880
4,338 Added 6.77%
68,388 $3.93 Billion
Q3 2024

Oct 28, 2024
BUY
$54.98 - $59.51 $3.52 Million - $3.81 Million
64,050 New
64,050 $3.81 Billion
Q2 2024

Jan 15, 2025
SELL
$55.45 - $57.39 $521,729 - $539,982
-9,409 Reduced 13.76%
58,979 $3.34 Billion
Q1 2024

Jan 15, 2025
SELL
$54.75 - $57.86 $34,985 - $36,972
-639 Reduced 1.32%
47,880 $2.77 Billion
Q4 2023

Jan 15, 2025
SELL
$51.51 - $55.33 $214,230 - $230,117
-4,159 Reduced 7.9%
48,519 $2.67 Billion
Q3 2023

Jan 15, 2025
BUY
$53.5 - $55.92 $635,045 - $663,770
11,870 Added 29.09%
52,678 $2.82 Billion
Q2 2023

Jan 15, 2025
BUY
$53.85 - $55.4 $728,105 - $749,063
13,521 Added 49.55%
40,808 $2.26 Billion
Q1 2023

Jan 15, 2025
SELL
$52.13 - $55.7 $2.14 Million - $2.29 Million
-41,101 Reduced 60.1%
27,287 $1.49 Billion

Others Institutions Holding JEPI

# of Institutions
1,402
Shares Held
747M
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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