Note Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Note Advisors, LLC

  • $145 Billion
  • Q2 2025

A detailed history of Note Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Note Advisors, LLC holds 28,443 shares of JEPI stock, worth $1.61 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares
28,443
Previous 26,216 8.49%
Holding current value
$1.61 Million
Previous $1.5 Billion 7.94%
% of portfolio
1.12%
Previous 1.24%

Shares

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

Aug 14, 2025
BUY
$51.14 - $57.0 $113,888 - $126,939
2,227 Added 8.49%
28,443 $1.62 Billion
Q1 2025

May 14, 2025
BUY
$56.17 - $59.71 $157,276 - $167,188
2,800 Added 11.96%
26,216 $1.5 Billion
Q4 2024

Feb 14, 2025
BUY
$57.53 - $60.83 $1.35 Million - $1.42 Million
23,416 New
23,416 $1.35 Billion

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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