Moneta Group Investment Advisors LLC J P Morgan Exchange Traded Fd Transaction History

Moneta Group Investment Advisors LLC

  • $8.23 Billion
  • Q2 2025

A detailed history of Moneta Group Investment Advisors LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 5,866 shares of JEPI stock, worth $332,191. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,866
Previous 5,535 5.98%
Holding current value
$332,191
Previous $316,000 5.38%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$51.14 - $57.0 $16,927 - $18,867
331 Added 5.98%
5,866 $333,000
Q1 2025

May 15, 2025
BUY
$56.17 - $59.71 $310,900 - $330,494
5,535 New
5,535 $316,000
Q1 2023

May 15, 2023
BUY
$52.13 - $55.7 $435,650 - $465,484
8,357 New
8,357 $456,000
Q4 2022

Feb 16, 2023
SELL
$50.88 - $56.78 $429 Million - $479 Million
-8,438,863 Reduced 99.93%
5,549 $302,000
Q4 2022

Feb 15, 2023
BUY
$50.88 - $56.78 $430 Million - $479 Million
8,444,412 New
8,444,412 $460 Million

Others Institutions Holding JEPI

# of Institutions
1,419
Shares Held
345M
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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