Ritter Daniher Financial Advisory LLC J P Morgan Exchange Traded Fd Transaction History

Ritter Daniher Financial Advisory LLC

$366 Million
Q2 2025

A detailed history of Ritter Daniher Financial Advisory LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Ritter Daniher Financial Advisory LLC holds 162,557 shares of JEPI stock, worth $9.21 Million. This represents 2.52% of its overall portfolio holdings.

Number of Shares

162,557

Previous 159,682 1.8%

Holding current value

$9.21 Million

Previous $9.12 Million 1.28%

% of portfolio

2.52%

Previous 2.76%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$51.14 - $57.0 $147,027 - $163,875	2,875 Added 1.8%	162,557 $9.24 Million
Q1 2025 May 09, 2025	BUY	$56.17 - $59.71 $668,085 - $710,190	11,894 Added 8.05%	159,682 $9.12 Million
Q4 2024 Feb 13, 2025	BUY	$57.53 - $60.83 $195,084 - $206,274	3,391 Added 2.35%	147,788 $8.5 Million
Q3 2024 Nov 07, 2024	SELL	$54.98 - $59.51 $420,706 - $455,370	-7,652 Reduced 5.03%	144,397 $8.59 Million
Q2 2024 Aug 12, 2024	BUY	$55.45 - $57.39 $626,474 - $648,392	11,298 Added 8.03%	152,049 $8.62 Million
Q1 2024 May 13, 2024	BUY	$54.75 - $57.86 $618,346 - $653,470	11,294 Added 8.72%	140,751 $8.14 Million
Q4 2023 Feb 09, 2024	BUY	$51.51 - $55.33 $1.26 Million - $1.35 Million	24,413 Added 23.24%	129,457 $7.12 Million
Q3 2023 Nov 09, 2023	BUY	$53.5 - $55.92 $366,635 - $383,219	6,853 Added 6.98%	105,044 $5.63 Million
Q2 2023 Aug 10, 2023	BUY	$53.85 - $55.4 $620,890 - $638,762	11,530 Added 13.3%	98,191 $5.43 Million
Q1 2023 May 11, 2023	BUY	$52.13 - $55.7 $906,697 - $968,790	17,393 Added 25.11%	86,661 $4.73 Million
Q4 2022 Feb 10, 2023	BUY	$50.88 - $56.78 $3.52 Million - $3.93 Million	69,268 New	69,268 $3.77 Million

Others Institutions Holding JEPI

# of Institutions

1,419

Shares Held

345M

Call Options Held

839K

Put Options Held

640K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
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Ritter Daniher Financial Advisory LLC J P Morgan Exchange Traded Fd Transaction History