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

Main Line Retirement Advisors, LLC

  • $150 Million
  • Q2 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 16,276 shares of JEPI stock, worth $932,940. This represents 0.62% of its overall portfolio holdings.

Number of Shares
16,276
Previous 22,619 28.04%
Holding current value
$932,940
Previous $1.29 Million 28.41%
% of portfolio
0.62%
Previous 1.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,387
Shares Held
732M
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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