Private Client Services, LLC J P Morgan Exchange Traded Fd Transaction History

Private Client Services, LLC

$320 Billion
Q4 2025

A detailed history of Private Client Services, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Private Client Services, LLC holds 64,326 shares of JEPI stock, worth $3.65 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares

64,326

Previous 59,132 8.78%

Holding current value

$3.65 Million

Previous $3.38 Billion 9.05%

% of portfolio

1.15%

Previous 1.13%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	BUY	$56.0 - $57.6 $290,864 - $299,174	5,194 Added 8.78%	64,326 $3.68 Billion
Q3 2025 Oct 14, 2025	BUY	$55.61 - $57.37 $833,871 - $860,263	14,995 Added 33.97%	59,132 $3.38 Billion
Q2 2025 Jul 01, 2025	BUY	$51.14 - $57.0 $123,042 - $137,142	2,406 Added 5.77%	44,137 $2.51 Billion
Q1 2025 Apr 08, 2025	BUY	$56.17 - $59.71 $68,415 - $72,726	1,218 Added 3.01%	41,731 $2.38 Billion
Q4 2024 Jan 08, 2025	BUY	$57.53 - $60.83 $195,544 - $206,761	3,399 Added 9.16%	40,513 $2.33 Billion

Q3 2024 Oct 03, 2024	SELL	$54.98 - $59.51 $450,945 - $488,101	-8,202 Reduced 18.1%	37,114 $2.21 Billion
Q2 2024 Jul 29, 2024	SELL	$55.45 - $57.39 $285,234 - $295,214	-5,144 Reduced 10.19%	45,316 $2.57 Billion
Q1 2024 May 10, 2024	SELL	$54.75 - $57.86 $13,578 - $14,349	-248 Reduced 0.49%	50,460 $2.92 Billion
Q4 2023 Jan 30, 2024	BUY	$51.51 - $55.33 $2.61 Million - $2.81 Million	50,708 New	50,708 $2.79 Billion

Others Institutions Holding JEPI

# of Institutions

1,436

Shares Held

333M

Call Options Held

737K

Put Options Held

636K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
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Private Client Services, LLC J P Morgan Exchange Traded Fd Transaction History