Stonebridge Financial Group, LLC J P Morgan Exchange Traded Fd Transaction History

Stonebridge Financial Group, LLC

  • $1.14 Trillion
  • Q3 2025

A detailed history of Stonebridge Financial Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Stonebridge Financial Group, LLC holds 123,297 shares of JEPI stock, worth $6.98 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
123,297
Previous 118,426 4.11%
Holding current value
$6.98 Million
Previous $6.73 Billion 4.57%
% of portfolio
0.62%
Previous 0.65%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$55.61 - $57.37 $270,876 - $279,449
4,871 Added 4.11%
123,297 $7.04 Billion
Q2 2025

Jul 24, 2025
SELL
$51.14 - $57.0 $2.68 Million - $2.98 Million
-52,317 Reduced 30.64%
118,426 $6.73 Billion
Q1 2025

Apr 25, 2025
SELL
$56.17 - $59.71 $3.11 Million - $3.31 Million
-55,391 Reduced 24.49%
170,743 $9.76 Billion
Q4 2024

Jan 29, 2025
BUY
$57.53 - $60.83 $13 Million - $13.8 Million
226,134 New
226,134 $13 Billion

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

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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