Red Mountain Financial, LLC J P Morgan Exchange Traded Fd Transaction History

Red Mountain Financial, LLC

$98.5 Billion
Q3 2025

A detailed history of Red Mountain Financial, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Red Mountain Financial, LLC holds 31,937 shares of JEPI stock, worth $1.81 Million. This represents 1.85% of its overall portfolio holdings.

Number of Shares

31,937

Previous 31,798 0.44%

Holding current value

$1.81 Million

Previous $1.81 Billion 0.88%

% of portfolio

1.85%

Previous 2.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	$55.61 - $57.37 $7,729 - $7,974	139 Added 0.44%	31,937 $1.82 Billion
Q2 2025 Jul 22, 2025	BUY	$51.14 - $57.0 $148,306 - $165,300	2,900 Added 10.04%	31,798 $1.81 Billion
Q2 2025 Jul 21, 2025	SELL	$51.14 - $57.0 $142,987 - $159,372	-2,796 Reduced 8.82%	28,898 $1.64 Million
Q1 2025 Apr 28, 2025	BUY	$56.17 - $59.71 $117,058 - $124,435	2,084 Added 7.04%	31,694 $1.81 Billion
Q4 2024 Feb 12, 2025	BUY	$57.53 - $60.83 $25,428 - $26,886	442 Added 1.52%	29,610 $1.7 Billion
Q3 2024 Oct 09, 2024	BUY	$54.98 - $59.51 $14,844 - $16,067	270 Added 0.93%	29,168 $1.74 Billion
Q2 2024 Aug 13, 2024	BUY	$55.45 - $57.39 $142,672 - $147,664	2,573 Added 9.77%	28,898 $1.64 Billion
Q4 2023 Mar 11, 2024	BUY	$51.51 - $55.33 $1.36 Million - $1.46 Million	26,325 New	26,325 $1.45 Billion

Others Institutions Holding JEPI

# of Institutions

1,399

Shares Held

345M

Call Options Held

839K

Put Options Held

634K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
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Red Mountain Financial, LLC J P Morgan Exchange Traded Fd Transaction History