Independence Asset Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Independence Asset Advisors, LLC

  • $161 Billion
  • Q2 2025

A detailed history of Independence Asset Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Independence Asset Advisors, LLC holds 15,517 shares of JEPI stock, worth $869,883. This represents 0.55% of its overall portfolio holdings.

Number of Shares
15,517
Previous 9,568 62.18%
Holding current value
$869,883
Previous $545 Million 61.43%
% of portfolio
0.55%
Previous 1.77%

Shares

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

Jul 29, 2025
BUY
$51.14 - $57.0 $304,231 - $339,093
5,949 Added 62.18%
15,517 $880 Million
Q1 2025

Apr 23, 2025
BUY
$56.17 - $59.71 $537,434 - $571,305
9,568 New
9,568 $545 Million

Others Institutions Holding JEPI

# of Institutions
1,389
Shares Held
737M
Call Options Held
511K
Put Options Held
363K
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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