Intrepid Financial Planning Group LLC J P Morgan Exchange Traded Fd Transaction History

Intrepid Financial Planning Group LLC

  • $224 Million
  • Q2 2025

A detailed history of Intrepid Financial Planning Group LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Intrepid Financial Planning Group LLC holds 134,076 shares of JEPI stock, worth $7.64 Million. This represents 3.41% of its overall portfolio holdings.

Number of Shares
134,076
Previous 121,634 10.23%
Holding current value
$7.64 Million
Previous $6.95 Million 9.67%
% of portfolio
3.41%
Previous 3.38%

Shares

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

Aug 11, 2025
BUY
$51.14 - $57.0 $636,283 - $709,194
12,442 Added 10.23%
134,076 $7.62 Million
Q1 2025

May 13, 2025
BUY
$56.17 - $59.71 $315,450 - $335,331
5,616 Added 4.84%
121,634 $6.95 Million
Q4 2024

Feb 10, 2025
BUY
$57.53 - $60.83 $3.9 Million - $4.12 Million
67,781 Added 140.52%
116,018 $6.67 Million
Q3 2024

Nov 04, 2024
BUY
$54.98 - $59.51 $542,982 - $587,720
9,876 Added 25.74%
48,237 $2.87 Million
Q2 2024

Aug 12, 2024
BUY
$55.45 - $57.39 $439,829 - $455,217
7,932 Added 26.07%
38,361 $2.17 Million
Q1 2024

May 13, 2024
BUY
$54.75 - $57.86 $719,031 - $759,875
13,133 Added 75.93%
30,429 $1.76 Million
Q4 2023

Feb 13, 2024
BUY
$51.51 - $55.33 $12,671 - $13,611
246 Added 1.44%
17,296 $950,000
Q3 2023

Nov 03, 2023
BUY
$53.5 - $55.92 $31,137 - $32,545
582 Added 3.53%
17,050 $913,000
Q2 2023

Aug 09, 2023
BUY
$53.85 - $55.4 $67,474 - $69,416
1,253 Added 8.24%
16,468 $911,000
Q1 2023

May 02, 2023
BUY
$52.13 - $55.7 $389,984 - $416,691
7,481 Added 96.73%
15,215 $830,000
Q4 2022

Feb 02, 2023
BUY
$50.88 - $56.78 $393,505 - $439,136
7,734 New
7,734 $421,000

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
Track This Portfolio

Track Intrepid Financial Planning Group LLC Portfolio

Follow Intrepid Financial Planning Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Intrepid Financial Planning Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Intrepid Financial Planning Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email