Register Financial Advisors LLC J P Morgan Exchange Traded Fd Transaction History

Register Financial Advisors LLC

  • $229 Billion
  • Q2 2025

A detailed history of Register Financial Advisors LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Register Financial Advisors LLC holds 63,074 shares of JEPI stock, worth $3.53 Million. This represents 1.57% of its overall portfolio holdings.

Number of Shares
63,074
Previous 55,423 13.8%
Holding current value
$3.53 Million
Previous $3.17 Billion 13.23%
% of portfolio
1.57%
Previous 1.65%

Shares

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

Jul 16, 2025
BUY
$51.14 - $57.0 $391,272 - $436,107
7,651 Added 13.8%
63,074 $3.59 Billion
Q1 2025

Apr 22, 2025
BUY
$56.17 - $59.71 $290,005 - $308,282
5,163 Added 10.27%
55,423 $3.17 Billion
Q4 2024

Jan 22, 2025
BUY
$57.53 - $60.83 $133,297 - $140,943
2,317 Added 4.83%
50,260 $2.89 Billion
Q3 2024

Oct 15, 2024
SELL
$54.98 - $59.51 $3,023 - $3,273
-55 Reduced 0.11%
47,943 $2.85 Billion
Q2 2024

Jul 12, 2024
BUY
$55.45 - $57.39 $266,492 - $275,816
4,806 Added 11.13%
47,998 $2.72 Billion
Q1 2024

Apr 16, 2024
BUY
$54.75 - $57.86 $46,647 - $49,296
852 Added 2.01%
43,192 $2.5 Billion
Q4 2023

Jan 12, 2024
SELL
$51.51 - $55.33 $31,163 - $33,474
-605 Reduced 1.41%
42,340 $2.33 Billion
Q3 2023

Oct 13, 2023
BUY
$53.5 - $55.92 $355,079 - $371,141
6,637 Added 18.28%
42,945 $2.3 Billion
Q2 2023

Aug 04, 2023
BUY
$53.85 - $55.4 $387,720 - $398,880
7,200 Added 24.74%
36,308 $2.01 Billion
Q1 2023

May 10, 2023
BUY
$52.13 - $55.7 $439,560 - $469,662
8,432 Added 40.78%
29,108 $1.59 Billion
Q4 2022

Feb 14, 2023
BUY
$50.88 - $56.78 $1.05 Million - $1.17 Million
20,676 New
20,676 $1.13 Billion

Others Institutions Holding JEPI

# of Institutions
1,385
Shares Held
735M
Call Options Held
511K
Put Options Held
363K
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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