Safeguard Investment Advisory Group, LLC J P Morgan Exchange Traded Fd Transaction History

Safeguard Investment Advisory Group, LLC

  • $401 Million
  • Q3 2025

A detailed history of Safeguard Investment Advisory Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Safeguard Investment Advisory Group, LLC holds 11,441 shares of JEPI stock, worth $649,162. This represents 0.16% of its overall portfolio holdings.

Number of Shares
11,441
Previous 12,893 11.26%
Holding current value
$649,162
Previous $732,000 10.79%
% of portfolio
0.16%
Previous 0.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
SELL
$55.61 - $57.37 $80,745 - $83,301
-1,452 Reduced 11.26%
11,441 $653,000
Q2 2025

Aug 14, 2025
BUY
$51.14 - $57.0 $390,709 - $435,480
7,640 Added 145.44%
12,893 $732,000
Q1 2025

May 15, 2025
BUY
$56.17 - $59.71 $295,061 - $313,656
5,253 New
5,253 $300,000

Others Institutions Holding JEPI

# of Institutions
1,434
Shares Held
333M
Call Options Held
737K
Put Options Held
636K
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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