Savvy Advisors, Inc. J P Morgan Exchange Traded Fd Transaction History

Savvy Advisors, Inc.

$1.46 Billion
Q2 2025

A detailed history of Savvy Advisors, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Savvy Advisors, Inc. holds 13,029 shares of JEPI stock, worth $729,493. This represents 0.05% of its overall portfolio holdings.

Number of Shares

13,029

Holding current value

$729,493

% of portfolio

0.05%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$51.14 - $57.0 $666,303 - $742,653	13,029 New	13,029 $740,000
Q2 2024 Aug 14, 2024	BUY	$55.45 - $57.39 $3,271 - $3,386	59 Added 1.37%	4,352 $247 Million
Q1 2024 May 13, 2024	BUY	$54.75 - $57.86 $21,188 - $22,391	387 Added 9.91%	4,293 $248 Million
Q4 2023 Feb 08, 2024	BUY	$51.51 - $55.33 $201,198 - $216,118	3,906 New	3,906 $215 Million

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

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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Savvy Advisors, Inc. J P Morgan Exchange Traded Fd Transaction History