Scott Capital Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Scott Capital Advisors, LLC

  • $438 Million
  • Q3 2025

A detailed history of Scott Capital Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Scott Capital Advisors, LLC holds 123,643 shares of JEPI stock, worth $7 Million. This represents 1.61% of its overall portfolio holdings.

Number of Shares
123,643
Previous 55,095 124.42%
Holding current value
$7 Million
Previous $3.13 Million 125.42%
% of portfolio
1.61%
Previous 0.86%

Shares

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

Oct 15, 2025
BUY
$55.61 - $57.37 $3.81 Million - $3.93 Million
68,548 Added 124.42%
123,643 $7.06 Million
Q2 2025

Jul 11, 2025
BUY
$51.14 - $57.0 $214,327 - $238,887
4,191 Added 8.23%
55,095 $3.13 Million
Q1 2025

Apr 16, 2025
BUY
$56.17 - $59.71 $144,188 - $153,275
2,567 Added 5.31%
50,904 $2.89 Million
Q4 2024

Jan 16, 2025
BUY
$57.53 - $60.83 $98,261 - $103,897
1,708 Added 3.66%
48,337 $2.78 Million
Q3 2024

Oct 09, 2024
BUY
$54.98 - $59.51 $58,828 - $63,675
1,070 Added 2.35%
46,629 $2.77 Million
Q2 2024

Jul 12, 2024
BUY
$55.45 - $57.39 $260,836 - $269,962
4,704 Added 11.51%
45,559 $2.58 Million
Q1 2024

Apr 17, 2024
BUY
$54.75 - $57.86 $620,153 - $655,380
11,327 Added 38.36%
40,855 $2.36 Million
Q4 2023

Jan 10, 2024
BUY
$51.51 - $55.33 $173,794 - $186,683
3,374 Added 12.9%
29,528 $1.62 Million
Q3 2023

Oct 19, 2023
BUY
$53.5 - $55.92 $389,747 - $407,377
7,285 Added 38.61%
26,154 $1.4 Million
Q2 2023

Jul 11, 2023
BUY
$53.85 - $55.4 $519,006 - $533,945
9,638 Added 104.41%
18,869 $1.04 Million
Q1 2023

Apr 12, 2023
BUY
$52.13 - $55.7 $239,485 - $255,885
4,594 Added 99.07%
9,231 $504,000
Q4 2022

Jan 18, 2023
BUY
$50.88 - $56.78 $235,930 - $263,288
4,637 New
4,637 $0

Others Institutions Holding JEPI

# of Institutions
1,399
Shares Held
345M
Call Options Held
839K
Put Options Held
634K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Scott Capital Advisors, LLC Portfolio

Follow Scott Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Scott Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Scott Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email