Soltis Investment Advisors LLC J P Morgan Exchange Traded Fd Transaction History

Soltis Investment Advisors LLC

  • $1.23 Billion
  • Q2 2025

A detailed history of Soltis Investment Advisors LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 4,372 shares of JEPI stock, worth $249,072. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,372
Previous 4,079 7.18%
Holding current value
$249,072
Previous $233,000 6.44%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 06, 2025
BUY
$51.14 - $57.0 $14,984 - $16,701
293 Added 7.18%
4,372 $248,000
Q1 2025

May 13, 2025
BUY
$56.17 - $59.71 $229,117 - $243,557
4,079 New
4,079 $233,000
Q3 2024

Nov 18, 2024
BUY
$54.98 - $59.51 $234,324 - $253,631
4,262 New
4,262 $253,000

Others Institutions Holding JEPI

# of Institutions
1,400
Shares Held
748M
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
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