Simpli Fi, Inc. J P Morgan Exchange Traded Fd Transaction History

Simpli Fi, Inc.

$181 Million
Q3 2025

A detailed history of Simpli Fi, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Simpli Fi, Inc. holds 7,493 shares of JEPI stock, worth $424,328. This represents 0.24% of its overall portfolio holdings.

Number of Shares

7,493

Previous 7,345 2.01%

Holding current value

$424,328

Previous $417,000 2.4%

% of portfolio

0.24%

Previous 0.23%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$55.61 - $57.37 $8,230 - $8,490	148 Added 2.01%	7,493 $427,000
Q2 2025 Jul 18, 2025	BUY	$51.14 - $57.0 $9,512 - $10,602	186 Added 2.6%	7,345 $417,000
Q1 2025 Apr 28, 2025	BUY	$56.17 - $59.71 $7,133 - $7,583	127 Added 1.81%	7,159 $409,000
Q4 2024 Jan 23, 2025	SELL	$57.53 - $60.83 $22,781 - $24,088	-396 Reduced 5.33%	7,032 $404,000
Q3 2024 Oct 22, 2024	BUY	$54.98 - $59.51 $7,257 - $7,855	132 Added 1.81%	7,428 $442,000
Q2 2024 Jul 25, 2024	SELL	$55.45 - $57.39 $19,019 - $19,684	-343 Reduced 4.49%	7,296 $413,000
Q1 2024 Apr 22, 2024	BUY	$54.75 - $57.86 $41,007 - $43,337	749 Added 10.87%	7,639 $441,000
Q3 2023 Oct 10, 2023	BUY	$53.5 - $55.92 $6,527 - $6,822	122 Added 1.8%	6,890 $369,000
Q2 2023 Jul 17, 2023	BUY	$53.85 - $55.4 $121,593 - $125,093	2,258 Added 50.07%	6,768 $374,000
Q1 2023 Apr 19, 2023	BUY	$52.13 - $55.7 $235,106 - $251,207	4,510 New	4,510 $246,000

Others Institutions Holding JEPI

# of Institutions

1,410

Shares Held

345M

Call Options Held

839K

Put Options Held

640K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
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