Sentinel Pension Advisors Inc J P Morgan Exchange Traded Fd Transaction History

Sentinel Pension Advisors Inc

$552 Million
Q2 2025

A detailed history of Sentinel Pension Advisors Inc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Sentinel Pension Advisors Inc holds 4,066 shares of JEPI stock, worth $227,655. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,066

Previous 4,141 1.81%

Holding current value

$227,655

Previous $234,000 1.28%

% of portfolio

0.04%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	SELL	$51.14 - $57.0 $3,835 - $4,275	-75 Reduced 1.81%	4,066 $231,000
Q1 2025 Apr 14, 2025	BUY	$56.17 - $59.71 $3,201 - $3,403	57 Added 1.4%	4,141 $234,000
Q4 2024 Jan 13, 2025	BUY	$57.53 - $60.83 $31,238 - $33,030	543 Added 15.33%	4,084 $234,000
Q3 2024 Oct 15, 2024	BUY	$54.98 - $59.51 $194,684 - $210,724	3,541 New	3,541 $210,000
Q1 2024 May 13, 2024	BUY	$54.75 - $57.86 $16,808 - $17,763	307 Added 7.48%	4,414 $255,000
Q4 2023 Feb 14, 2024	BUY	$51.51 - $55.33 $211,551 - $227,240	4,107 New	4,107 $225,000

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
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Sentinel Pension Advisors Inc J P Morgan Exchange Traded Fd Transaction History