Principal Securities, Inc. J P Morgan Exchange Traded Fd Transaction History

Principal Securities, Inc.

$6.07 Trillion
Q3 2025

A detailed history of Principal Securities, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Principal Securities, Inc. holds 620,587 shares of JEPI stock, worth $35.2 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

620,587

Previous 560,284 10.76%

Holding current value

$35.2 Million

Previous $31.9 Billion 11.25%

% of portfolio

0.58%

Previous 0.6%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$55.61 - $57.37 $3.35 Million - $3.46 Million	60,303 Added 10.76%	620,587 $35.4 Billion
Q2 2025 Aug 11, 2025	BUY	$51.14 - $57.0 $8.26 Million - $9.21 Million	161,516 Added 40.5%	560,284 $31.9 Billion
Q1 2025 Apr 30, 2025	BUY	$56.17 - $59.71 $80,435 - $85,504	1,432 Added 0.36%	398,768 $22.9 Billion
Q4 2024 Jan 30, 2025	BUY	$57.53 - $60.83 $3.58 Million - $3.79 Million	62,223 Added 18.57%	397,336 $22.9 Billion
Q3 2024 Oct 28, 2024	BUY	$54.98 - $59.51 $4.1 Million - $4.44 Million	74,603 Added 28.64%	335,113 $19.9 Billion

Q2 2024 Jul 31, 2024	BUY	$55.45 - $57.39 $7.42 Million - $7.68 Million	133,805 Added 105.6%	260,510 $14.8 Billion
Q1 2024 May 10, 2024	BUY	$54.75 - $57.86 $2.31 Million - $2.44 Million	42,140 Added 49.83%	126,705 $7.33 Billion
Q4 2023 Feb 07, 2024	BUY	$51.51 - $55.33 $4.36 Million - $4.68 Million	84,565 New	84,565 $4.65 Billion

Others Institutions Holding JEPI

# of Institutions

1,434

Shares Held

333M

Call Options Held

737K

Put Options Held

636K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
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Principal Securities, Inc. J P Morgan Exchange Traded Fd Transaction History