Spears Abacus Advisors LLC J P Morgan Exchange Traded Fd Transaction History

Spears Abacus Advisors LLC

  • $4.35 Billion
  • Q2 2025

A detailed history of Spears Abacus Advisors LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Spears Abacus Advisors LLC holds 5,600 shares of JEPI stock, worth $320,600. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,600
Previous 7,500 25.33%
Holding current value
$320,600
Previous $428,000 25.7%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 14, 2025
SELL
$51.14 - $57.0 $97,166 - $108,300
-1,900 Reduced 25.33%
5,600 $318,000
Q1 2024

May 10, 2024
BUY
$54.75 - $57.86 $410,625 - $433,950
7,500 New
7,500 $433,000

Others Institutions Holding JEPI

# of Institutions
1,402
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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