Kennedy Investment Group J P Morgan Exchange Traded Fd Transaction History

Kennedy Investment Group

  • $235 Billion
  • Q2 2025

A detailed history of Kennedy Investment Group transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Kennedy Investment Group holds 108,734 shares of JEPI stock, worth $6.23 Million. This represents 2.63% of its overall portfolio holdings.

Number of Shares
108,734
Previous 106,638 1.97%
Holding current value
$6.23 Million
Previous $6.09 Billion 1.45%
% of portfolio
2.63%
Previous 2.83%

Shares

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

Jul 15, 2025
BUY
$51.14 - $57.0 $107,189 - $119,472
2,096 Added 1.97%
108,734 $6.18 Billion
Q1 2025

Apr 22, 2025
BUY
$56.17 - $59.71 $303,486 - $322,613
5,403 Added 5.34%
106,638 $6.09 Billion
Q4 2024

Jan 22, 2025
BUY
$57.53 - $60.83 $204,231 - $215,946
3,550 Added 3.63%
101,235 $5.82 Billion
Q3 2024

Oct 21, 2024
BUY
$54.98 - $59.51 $426,589 - $461,738
7,759 Added 8.63%
97,685 $5.81 Billion
Q2 2024

Jul 18, 2024
BUY
$55.45 - $57.39 $748,852 - $775,051
13,505 Added 17.67%
89,926 $5.1 Billion
Q1 2024

Apr 22, 2024
BUY
$54.75 - $57.86 $361,623 - $382,165
6,605 Added 9.46%
76,421 $4.42 Billion
Q4 2023

Jan 29, 2024
BUY
$51.51 - $55.33 $298,654 - $320,803
5,798 Added 9.06%
69,816 $3.84 Billion
Q3 2023

Oct 25, 2023
BUY
$53.5 - $55.92 $361,071 - $377,404
6,749 Added 11.78%
64,018 $3.43 Billion
Q2 2023

Jul 19, 2023
BUY
$53.85 - $55.4 $360,902 - $371,290
6,702 Added 13.25%
57,269 $3.17 Billion
Q1 2023

May 31, 2023
BUY
$52.13 - $55.7 $801,498 - $856,387
15,375 Added 43.69%
50,567 $2.76 Billion
Q4 2022

May 31, 2023
BUY
$50.88 - $56.78 $1.79 Million - $2 Million
35,192 New
35,192 $1.92 Billion

Others Institutions Holding JEPI

# of Institutions
1,386
Shares Held
732M
Call Options Held
511K
Put Options Held
363K
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 Kennedy Investment Group Portfolio

Follow Kennedy Investment Group 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 Kennedy Investment Group, based on Form 13F filings with the SEC.

News

Stay updated on Kennedy Investment Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email