Seven Mile Advisory J P Morgan Exchange Traded Fd Transaction History

Seven Mile Advisory

$619 Billion
Q3 2025

A detailed history of Seven Mile Advisory transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Seven Mile Advisory holds 3,520 shares of JEPI stock, worth $199,724. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,520

Holding current value

$199,724

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 13, 2025	BUY	$55.61 - $57.37 $195,747 - $201,942	3,520 New	3,520 $201 Million

Others Institutions Holding JEPI

# of Institutions

1,434

Shares Held

333M

Call Options Held

737K

Put Options Held

636K

Morgan Stanley New York, NY

47M
Shares

$2.67 Billion
0.17% of portfolio
Bank Of America Corp Charlotte, NC

32.9M
Shares

$1.87 Billion
0.13% of portfolio
Wells Fargo & Company San Francisco, CA

17M
Shares

$963 Million
0.19% of portfolio
Envestnet Asset Management Inc

9.43M
Shares

$535 Million
0.17% of portfolio
Jpmorgan Chase & CO New York, NY

8.22M
Shares

$466 Million
0.03% of portfolio

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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Seven Mile Advisory J P Morgan Exchange Traded Fd Transaction History