Lex Aurum Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Lex Aurum Advisors, LLC

$580 Million
Q2 2025

A detailed history of Lex Aurum Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Lex Aurum Advisors, LLC holds 53,517 shares of JEPI stock, worth $3.07 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

53,517

Previous 43,150 24.03%

Holding current value

$3.07 Million

Previous $2.45 Million 24.42%

% of portfolio

0.52%

Previous 0.49%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$51.14 - $57.0 $530,168 - $590,919	10,367 Added 24.03%	53,517 $3.04 Million
Q1 2025 Apr 14, 2025	BUY	$56.17 - $59.71 $593,604 - $631,015	10,568 Added 32.44%	43,150 $2.45 Million
Q4 2024 Jan 21, 2025	BUY	$57.53 - $60.83 $208,603 - $220,569	3,626 Added 12.52%	32,582 $1.87 Million
Q3 2024 Oct 16, 2024	BUY	$54.98 - $59.51 $11,380 - $12,318	207 Added 0.72%	28,956 $1.72 Million
Q2 2024 Jul 15, 2024	SELL	$55.45 - $57.39 $6,875 - $7,116	-124 Reduced 0.43%	28,749 $1.63 Million
Q1 2024 Apr 10, 2024	BUY	$54.75 - $57.86 $57,870 - $61,158	1,057 Added 3.8%	28,873 $1.67 Million
Q4 2023 Jan 10, 2024	BUY	$51.51 - $55.33 $17,152 - $18,424	333 Added 1.21%	27,816 $1.53 Million
Q3 2023 Oct 16, 2023	BUY	$53.5 - $55.92 $1.47 Million - $1.54 Million	27,483 New	27,483 $1.47 Million

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

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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Lex Aurum Advisors, LLC J P Morgan Exchange Traded Fd Transaction History