Main Line Retirement Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Main Line Retirement Advisors, LLC

$163 Million
Q3 2025

A detailed history of Main Line Retirement Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Main Line Retirement Advisors, LLC holds 16,580 shares of JEPI stock, worth $940,749. This represents 0.58% of its overall portfolio holdings.

Number of Shares

16,580

Previous 16,276 1.87%

Holding current value

$940,749

Previous $925,000 2.27%

% of portfolio

0.58%

Previous 0.62%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	BUY	$55.61 - $57.37 $16,905 - $17,440	304 Added 1.87%	16,580 $946,000
Q2 2025 Jul 14, 2025	SELL	$51.14 - $57.0 $324,381 - $361,551	-6,343 Reduced 28.04%	16,276 $925,000
Q1 2025 May 21, 2025	SELL	$56.17 - $59.71 $94,927 - $100,909	-1,690 Reduced 6.95%	22,619 $1.29 Million
Q4 2024 Jan 22, 2025	BUY	$57.53 - $60.83 $137,381 - $145,262	2,388 Added 10.89%	24,309 $1.4 Million
Q3 2024 Nov 18, 2024	SELL	$54.98 - $59.51 $35,077 - $37,967	-638 Reduced 2.83%	21,921 $1.3 Million
Q2 2024 Jul 26, 2024	BUY	$55.45 - $57.39 $7,541 - $7,805	136 Added 0.61%	22,559 $1.28 Million
Q1 2024 Apr 18, 2024	SELL	$54.75 - $57.86 $58,254 - $61,563	-1,064 Reduced 4.53%	22,423 $1.3 Billion
Q4 2023 Feb 08, 2024	SELL	$51.51 - $55.33 $4.11 Million - $4.42 Million	-79,809 Reduced 77.26%	23,487 $1.29 Billion
Q2 2023 Aug 01, 2023	BUY	$53.85 - $55.4 $5.56 Million - $5.72 Million	103,296 New	103,296 $5.72 Billion

Others Institutions Holding JEPI

# of Institutions

1,431

Shares Held

333M

Call Options Held

737K

Put Options Held

636K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Main Line Retirement Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Main Line Retirement Advisors, LLC with notifications on news.

Account

Main Line Retirement Advisors, LLC J P Morgan Exchange Traded Fd Transaction History