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

Independence Asset Advisors, LLC

  • $236 Billion
  • Q3 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 12,406 shares of JEPI stock, worth $703,916. This represents 0.3% of its overall portfolio holdings.

Number of Shares
12,406
Previous 15,517 20.05%
Holding current value
$703,916
Previous $880 Million 19.73%
% of portfolio
0.3%
Previous 0.55%

Shares

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

Nov 03, 2025
SELL
$55.61 - $57.37 $173,002 - $178,478
-3,111 Reduced 20.05%
12,406 $706 Million
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
1,433
Shares Held
333M
Call Options Held
737K
Put Options Held
636K
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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