Sulzberger Capital Advisors, Inc. J P Morgan Exchange Traded Fd Transaction History

Sulzberger Capital Advisors, Inc.

$89.7 Billion
Q3 2025

A detailed history of Sulzberger Capital Advisors, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Sulzberger Capital Advisors, Inc. holds 54,463 shares of JEPI stock, worth $3.09 Million. This represents 3.47% of its overall portfolio holdings.

Number of Shares

54,463

Previous 50,812 7.19%

Holding current value

$3.09 Million

Previous $2.89 Billion 7.66%

% of portfolio

3.47%

Previous 3.38%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 21, 2025	BUY	$55.61 - $57.37 $203,032 - $209,457	3,651 Added 7.19%	54,463 $3.11 Billion
Q2 2025 Aug 05, 2025	SELL	$51.14 - $57.0 $449,827 - $501,372	-8,796 Reduced 14.76%	50,812 $2.89 Billion
Q1 2025 Apr 11, 2025	SELL	$56.17 - $59.71 $1.62 Million - $1.73 Million	-28,915 Reduced 32.66%	59,608 $3.41 Billion
Q4 2024 Feb 14, 2025	BUY	$57.53 - $60.83 $5.09 Million - $5.38 Million	88,523 New	88,523 $5.09 Billion

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

Ticker JEPI
Sector ETFs
Industry ETFs

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Sulzberger Capital Advisors, Inc. J P Morgan Exchange Traded Fd Transaction History