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

Lifestyle Asset Management, Inc.

$214 Billion
Q2 2025

A detailed history of Lifestyle Asset Management, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Lifestyle Asset Management, Inc. holds 38,241 shares of JEPI stock, worth $2.14 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares

38,241

Previous 43,647 12.39%

Holding current value

$2.14 Million

Previous $2.49 Billion 12.83%

% of portfolio

1.01%

Previous 1.37%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	SELL	$51.14 - $57.0 $276,462 - $308,142	-5,406 Reduced 12.39%	38,241 $2.17 Billion
Q1 2025 Apr 10, 2025	SELL	$56.17 - $59.71 $1.1 Million - $1.17 Million	-19,645 Reduced 31.04%	43,647 $2.49 Billion
Q4 2024 Jan 17, 2025	BUY	$57.53 - $60.83 $120,813 - $127,743	2,100 Added 3.43%	63,292 $3.64 Billion
Q3 2024 Oct 31, 2024	SELL	$54.98 - $59.51 $19,902 - $21,542	-362 Reduced 0.59%	61,192 $3.64 Billion
Q2 2024 Jul 19, 2024	SELL	$55.45 - $57.39 $285,401 - $295,386	-5,147 Reduced 7.72%	61,554 $3.49 Billion
Q1 2024 Apr 19, 2024	BUY	$54.75 - $57.86 $72,981 - $77,127	1,333 Added 2.04%	66,701 $3.86 Billion
Q4 2023 Feb 12, 2024	BUY	$51.51 - $55.33 $134,235 - $144,189	2,606 Added 4.15%	65,368 $3.59 Billion
Q3 2023 Oct 05, 2023	BUY	$53.5 - $55.92 $335,498 - $350,674	6,271 Added 11.1%	62,762 $3.36 Billion
Q2 2023 Jul 13, 2023	BUY	$53.85 - $55.4 $3.04 Million - $3.13 Million	56,491 New	56,491 $3.13 Billion

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

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