Retirement Financial Solutions, LLC J P Morgan Exchange Traded Fd Transaction History

Retirement Financial Solutions, LLC

$165 Billion
Q1 2025

A detailed history of Retirement Financial Solutions, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Retirement Financial Solutions, LLC holds 120,016 shares of JEPI stock, worth $6.59 Million. This represents 4.15% of its overall portfolio holdings.

Number of Shares

120,016

Previous 127,182 5.63%

Holding current value

$6.59 Million

Previous $7.32 Billion 6.27%

% of portfolio

4.15%

Previous 3.95%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$56.17 - $59.71 $402,514 - $427,881	-7,166 Reduced 5.63%	120,016 $6.86 Billion
Q4 2024 Jan 31, 2025	SELL	$57.53 - $60.83 $882,797 - $933,436	-15,345 Reduced 10.77%	127,182 $7.32 Billion
Q3 2024 Oct 29, 2024	BUY	$54.98 - $59.51 $148,391 - $160,617	2,699 Added 1.93%	142,527 $8.48 Billion
Q2 2024 Aug 05, 2024	BUY	$55.45 - $57.39 $716,802 - $741,880	12,927 Added 10.19%	139,828 $7.93 Billion
Q1 2024 May 10, 2024	BUY	$54.75 - $57.86 $90,994 - $96,163	1,662 Added 1.33%	126,901 $7.34 Billion
Q4 2023 Jan 18, 2024	BUY	$51.51 - $55.33 $5.36 Million - $5.75 Million	104,012 Added 490.0%	125,239 $6.89 Billion
Q3 2023 Oct 20, 2023	BUY	$53.5 - $55.92 $1.14 Million - $1.19 Million	21,227 New	21,227 $1.14 Billion

Others Institutions Holding JEPI

# of Institutions

1,364

Shares Held

333M

Call Options Held

511K

Put Options Held

363K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
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Retirement Financial Solutions, LLC J P Morgan Exchange Traded Fd Transaction History