Milestone Asset Management Group, LLC J P Morgan Exchange Traded Fd Transaction History

Milestone Asset Management Group, LLC

  • $159 Billion
  • Q3 2025

A detailed history of Milestone Asset Management Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Milestone Asset Management Group, LLC holds 12,874 shares of JEPI stock, worth $729,054. This represents 0.46% of its overall portfolio holdings.

Number of Shares
12,874
Previous 12,005 7.24%
Holding current value
$729,054
Previous $682 Million 7.71%
% of portfolio
0.46%
Previous 0.51%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$55.61 - $57.37 $48,325 - $49,854
869 Added 7.24%
12,874 $735 Million
Q2 2025

Aug 01, 2025
BUY
$51.14 - $57.0 $19,484 - $21,717
381 Added 3.28%
12,005 $682 Million
Q1 2025

May 06, 2025
BUY
$56.17 - $59.71 $9,211 - $9,792
164 Added 1.43%
11,624 $664 Million
Q4 2024

Mar 27, 2025
BUY
$57.53 - $60.83 $659,293 - $697,111
11,460 New
11,460 $659 Million

Others Institutions Holding JEPI

# of Institutions
1,422
Shares Held
346M
Call Options Held
839K
Put Options Held
640K
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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