Strategic Advisors LLC J P Morgan Exchange Traded Fd Transaction History

Strategic Advisors LLC

  • $609 Million
  • Q3 2025

A detailed history of Strategic Advisors LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Strategic Advisors LLC holds 16,973 shares of JEPI stock, worth $963,048. This represents 0.16% of its overall portfolio holdings.

Number of Shares
16,973
Previous 10,699 58.64%
Holding current value
$963,048
Previous $608,000 59.38%
% of portfolio
0.16%
Previous 0.12%

Shares

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

Nov 03, 2025
BUY
$55.61 - $57.37 $348,897 - $359,939
6,274 Added 58.64%
16,973 $969,000
Q2 2025

Aug 12, 2025
BUY
$51.14 - $57.0 $179,143 - $199,671
3,503 Added 48.68%
10,699 $608,000
Q1 2025

Apr 17, 2025
BUY
$56.17 - $59.71 $16,626 - $17,674
296 Added 4.29%
7,196 $407,000
Q4 2024

Jan 31, 2025
BUY
$57.53 - $60.83 $396,957 - $419,727
6,900 New
6,900 $396,000

Others Institutions Holding JEPI

# of Institutions
1,434
Shares Held
333M
Call Options Held
737K
Put Options Held
636K
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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