Independent Advisor Alliance J P Morgan Exchange Traded Fd Transaction History

Independent Advisor Alliance

$3.36 Billion
Q2 2025

A detailed history of Independent Advisor Alliance transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Independent Advisor Alliance holds 26,150 shares of JEPI stock, worth $1.5 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

26,150

Previous 16,113 62.29%

Holding current value

$1.5 Million

Previous $920,000 61.52%

% of portfolio

0.04%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$51.14 - $57.0 $513,292 - $572,109	10,037 Added 62.29%	26,150 $1.49 Million
Q1 2025 May 12, 2025	BUY	$56.17 - $59.71 $160,477 - $170,591	2,857 Added 21.55%	16,113 $920,000
Q4 2024 Feb 07, 2025	SELL	$57.53 - $60.83 $75,191 - $79,504	-1,307 Reduced 8.97%	13,256 $762,000
Q3 2024 Nov 12, 2024	BUY	$54.98 - $59.51 $36,671 - $39,693	667 Added 4.8%	14,563 $866,000
Q2 2024 Aug 12, 2024	SELL	$55.45 - $57.39 $120,991 - $125,224	-2,182 Reduced 13.57%	13,896 $787,000
Q1 2024 May 08, 2024	SELL	$54.75 - $57.86 $130,797 - $138,227	-2,389 Reduced 12.94%	16,078 $930,000
Q4 2023 Feb 08, 2024	SELL	$51.51 - $55.33 $338,884 - $364,016	-6,579 Reduced 26.27%	18,467 $1.02 Million
Q3 2023 Oct 24, 2023	BUY	$53.5 - $55.92 $387,019 - $404,525	7,234 Added 40.61%	25,046 $1.34 Million
Q2 2023 Jul 28, 2023	BUY	$53.85 - $55.4 $959,176 - $986,784	17,812 New	17,812 $985,000

Others Institutions Holding JEPI

# of Institutions

1,402

Shares Held

748M

Call Options Held

839K

Put Options Held

634K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
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Independent Advisor Alliance J P Morgan Exchange Traded Fd Transaction History