Patten Group, Inc. J P Morgan Exchange Traded Fd Transaction History

Patten Group, Inc.

$460 Million
Q2 2025

A detailed history of Patten Group, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Patten Group, Inc. holds 58,734 shares of JEPI stock, worth $3.33 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares

58,734

Previous 50,566 16.15%

Holding current value

$3.33 Million

Previous $2.89 Million 15.58%

% of portfolio

0.73%

Previous 0.68%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$51.14 - $57.0 $417,711 - $465,576	8,168 Added 16.15%	58,734 $3.34 Million
Q1 2025 May 14, 2025	BUY	$56.17 - $59.71 $14,323 - $15,226	255 Added 0.51%	50,566 $2.89 Million
Q4 2024 Feb 06, 2025	BUY	$57.53 - $60.83 $318,543 - $336,815	5,537 Added 12.37%	50,311 $2.89 Million
Q3 2024 Oct 08, 2024	BUY	$54.98 - $59.51 $950,384 - $1.03 Million	17,286 Added 62.89%	44,774 $2.66 Million
Q2 2024 Jul 25, 2024	BUY	$55.45 - $57.39 $649,264 - $671,979	11,709 Added 74.21%	27,488 $1.56 Million
Q1 2024 Apr 17, 2024	BUY	$54.75 - $57.86 $863,900 - $912,972	15,779 New	15,779 $912,000

Others Institutions Holding JEPI

# of Institutions

1,398

Shares Held

346M

Call Options Held

839K

Put Options Held

634K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
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