Koshinski Asset Management, Inc. J P Morgan Exchange Traded Fd Transaction History

Koshinski Asset Management, Inc.

$1.32 Trillion
Q2 2025

A detailed history of Koshinski Asset Management, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Koshinski Asset Management, Inc. holds 147,429 shares of JEPI stock, worth $8.25 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

147,429

Previous 134,438 9.66%

Holding current value

$8.25 Million

Previous $7.68 Billion 9.11%

% of portfolio

0.63%

Previous 0.65%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	BUY	$51.14 - $57.0 $664,359 - $740,487	12,991 Added 9.66%	147,429 $8.38 Billion
Q1 2025 Apr 25, 2025	BUY	$56.17 - $59.71 $39,094 - $41,558	696 Added 0.52%	134,438 $7.68 Billion
Q4 2024 Jan 16, 2025	SELL	$57.53 - $60.83 $49,590 - $52,435	-862 Reduced 0.64%	133,742 $7.69 Million
Q3 2024 Oct 10, 2024	SELL	$54.98 - $59.51 $779,616 - $843,851	-14,180 Reduced 9.53%	134,604 $8.01 Million
Q2 2024 Jul 12, 2024	SELL	$55.45 - $57.39 $12,365 - $12,797	-223 Reduced 0.15%	148,784 $8.43 Million
Q1 2024 May 08, 2024	SELL	$54.75 - $57.86 $3.32 Million - $3.51 Million	-60,662 Reduced 28.93%	149,007 $8.62 Million
Q4 2023 Jan 29, 2024	BUY	$51.51 - $55.33 $1.93 Million - $2.08 Million	37,504 Added 21.78%	209,669 $11.5 Million
Q3 2023 Oct 18, 2023	BUY	$53.5 - $55.92 $104,325 - $109,044	1,950 Added 1.15%	172,165 $9.22 Million
Q2 2023 Jul 28, 2023	SELL	$53.85 - $55.4 $2.26 Million - $2.32 Million	-41,899 Reduced 19.75%	170,215 $9.42 Million
Q1 2023 Apr 12, 2023	BUY	$52.13 - $55.7 $825,582 - $882,120	15,837 Added 8.07%	212,114 $11.6 Million
Q4 2022 Jan 24, 2023	BUY	$50.88 - $56.78 $4.13 Million - $4.61 Million	81,253 Added 70.64%	196,277 $0
Q3 2022 Oct 18, 2022	SELL	$51.23 - $57.83 $504,051 - $568,989	-9,839 Reduced 7.88%	115,024 $12,000
Q2 2022 Jul 12, 2022	BUY	$52.86 - $62.23 $668,044 - $786,462	12,638 Added 11.26%	124,863 $6.92 Million
Q1 2022 Apr 20, 2022	BUY	$58.11 - $63.04 $2.38 Million - $2.59 Million	41,036 Added 57.64%	112,225 $6.89 Billion
Q4 2021 Jan 14, 2022	BUY	$59.34 - $63.61 $1.43 Million - $1.54 Million	24,153 Added 51.35%	71,189 $4.5 Billion
Q3 2021 Oct 12, 2021	BUY	$59.61 - $62.63 $1.75 Million - $1.84 Million	29,347 Added 165.91%	47,036 $0
Q2 2021 Jul 26, 2021	BUY	$57.89 - $60.58 $769,126 - $804,865	13,286 Added 301.75%	17,689 $1.07 Million
Q1 2021 May 06, 2021	BUY	$54.44 - $58.32 $239,699 - $256,782	4,403 New	4,403 $256,000

Others Institutions Holding JEPI

# of Institutions

1,385

Shares Held

735M

Call Options Held

511K

Put Options Held

363K

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About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
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Koshinski Asset Management, Inc. J P Morgan Exchange Traded Fd Transaction History