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

Soltis Investment Advisors LLC

$1.38 Billion
Q3 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 59,776 shares of JEPI stock, worth $3.39 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

59,776

Previous 4,372 1267.25%

Holding current value

$3.39 Million

Previous $248,000 1276.21%

% of portfolio

0.25%

Previous 0.02%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$55.61 - $57.37 $3.08 Million - $3.18 Million	55,404 Added 1267.25%	59,776 $3.41 Million
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

1,433

Shares Held

333M

Call Options Held

737K

Put Options Held

636K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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