Key Client Fiduciary Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Key Client Fiduciary Advisors, LLC

  • $218 Million
  • Q2 2025

A detailed history of Key Client Fiduciary Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 3,628 shares of JEPI stock, worth $203,131. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,628
Holding current value
$203,131
% of portfolio
0.09%

Shares

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

Jul 09, 2025
BUY
$51.14 - $57.0 $185,535 - $206,796
3,628 New
3,628 $206,000
Q1 2023

Apr 25, 2023
BUY
$52.13 - $55.7 $194,184 - $207,482
3,725 New
3,725 $203,000

Others Institutions Holding JEPI

# of Institutions
1,385
Shares Held
735M
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
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