Keel Point, LLC J P Morgan Exchange Traded Fd Transaction History

Keel Point, LLC

$1.5 Billion
Q2 2025

A detailed history of Keel Point, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Keel Point, LLC holds 4,769 shares of JEPI stock, worth $270,068. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,769

Holding current value

$270,068

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 14, 2025	BUY	$51.14 - $57.0 $243,886 - $271,833	4,769 New	4,769 $271,000

Others Institutions Holding JEPI

# of Institutions

1,410

Shares Held

345M

Call Options Held

839K

Put Options Held

640K

Morgan Stanley New York, NY

45.8M
Shares

$2.6 Billion
0.18% of portfolio
Bank Of America Corp Charlotte, NC

33.4M
Shares

$1.89 Billion
0.14% of portfolio
Jpmorgan Chase & CO New York, NY

28.2M
Shares

$1.6 Billion
0.13% of portfolio
Wells Fargo & Company San Francisco, CA

16.4M
Shares

$931 Million
0.2% of portfolio
Envestnet Asset Management Inc

8.94M
Shares

$506 Million
0.16% of portfolio

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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