Investor'S Fiduciary Advisor Network, LLC J P Morgan Exchange Traded Fd Transaction History

Investor'S Fiduciary Advisor Network, LLC

  • $295 Million
  • Q3 2025

A detailed history of Investor'S Fiduciary Advisor Network, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Investor'S Fiduciary Advisor Network, LLC holds 36,230 shares of JEPI stock, worth $2.05 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
36,230
Previous 34,440 5.2%
Holding current value
$2.05 Million
Previous $1.96 Million 5.67%
% of portfolio
0.7%
Previous 0.73%

Shares

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

Nov 03, 2025
BUY
$55.61 - $57.37 $99,541 - $102,692
1,790 Added 5.2%
36,230 $2.07 Million
Q2 2025

Aug 12, 2025
BUY
$51.14 - $57.0 $306,277 - $341,373
5,989 Added 21.05%
34,440 $1.96 Million
Q1 2025

Apr 29, 2025
BUY
$56.17 - $59.71 $145,704 - $154,887
2,594 Added 10.03%
28,451 $1.63 Million
Q4 2024

Feb 14, 2025
BUY
$57.53 - $60.83 $1.49 Million - $1.57 Million
25,857 New
25,857 $1.49 Million

Others Institutions Holding JEPI

# of Institutions
1,423
Shares Held
345M
Call Options Held
839K
Put Options Held
640K
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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