Sfe Investment Counsel J P Morgan Exchange Traded Fd Transaction History

Sfe Investment Counsel

  • $543 Million
  • Q2 2025

A detailed history of Sfe Investment Counsel transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Sfe Investment Counsel holds 49,150 shares of JEPI stock, worth $2.75 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
49,150
Previous 71,564 31.32%
Holding current value
$2.75 Million
Previous $4.09 Million 31.67%
% of portfolio
0.51%
Previous 0.85%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
SELL
$51.14 - $57.0 $1.15 Million - $1.28 Million
-22,414 Reduced 31.32%
49,150 $2.79 Million
Q1 2025

May 06, 2025
BUY
$56.17 - $59.71 $4.02 Million - $4.27 Million
71,564 New
71,564 $4.09 Million

Others Institutions Holding JEPI

# of Institutions
1,400
Shares Held
747M
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 Sfe Investment Counsel Portfolio

Follow Sfe Investment Counsel 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 Sfe Investment Counsel, based on Form 13F filings with the SEC.

News

Stay updated on Sfe Investment Counsel with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email