Grandview Asset Management LLC J P Morgan Exchange Traded Fd Transaction History

Grandview Asset Management LLC

$352 Million
Q3 2025

A detailed history of Grandview Asset Management LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Grandview Asset Management LLC holds 12,323 shares of JEPI stock, worth $699,207. This represents 0.2% of its overall portfolio holdings.

Number of Shares

12,323

Previous 14,976 17.72%

Holding current value

$699,207

Previous $851,000 17.39%

% of portfolio

0.2%

Previous 0.27%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	SELL	$55.61 - $57.37 $147,533 - $152,202	-2,653 Reduced 17.72%	12,323 $703,000
Q2 2025 Jul 17, 2025	BUY	$51.14 - $57.0 $60,396 - $67,317	1,181 Added 8.56%	14,976 $851,000
Q1 2025 Apr 21, 2025	BUY	$56.17 - $59.71 $561 - $597	10 Added 0.07%	13,795 $788,000
Q4 2024 Jan 13, 2025	BUY	$57.53 - $60.83 $325,332 - $343,993	5,655 Added 69.56%	13,785 $793,000
Q3 2024 Oct 04, 2024	BUY	$54.98 - $59.51 $102,152 - $110,569	1,858 Added 29.62%	8,130 $484,000

Q2 2024 Jul 16, 2024	BUY	$55.45 - $57.39 $88,165 - $91,250	1,590 Added 33.96%	6,272 $356,000
Q1 2024 Apr 10, 2024	BUY	$54.75 - $57.86 $256,339 - $270,900	4,682 New	4,682 $271,000

Others Institutions Holding JEPI

# of Institutions

1,434

Shares Held

333M

Call Options Held

737K

Put Options Held

636K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
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Grandview Asset Management LLC J P Morgan Exchange Traded Fd Transaction History