Tandem Financial, LLC J P Morgan Exchange Traded Fd Transaction History

Tandem Financial, LLC

  • $107 Billion
  • Q2 2025

A detailed history of Tandem Financial, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Tandem Financial, LLC holds 18,343 shares of JEPI stock, worth $1.04 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
18,343
Previous 17,612 4.15%
Holding current value
$1.04 Million
Previous $1.01 Billion 3.63%
% of portfolio
0.97%
Previous 1.09%

Shares

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

Aug 13, 2025
BUY
$51.14 - $57.0 $37,383 - $41,667
731 Added 4.15%
18,343 $1.04 Billion
Q1 2025

May 08, 2025
BUY
$56.17 - $59.71 $255,461 - $271,561
4,548 Added 34.81%
17,612 $1.01 Billion
Q4 2024

Jan 27, 2025
BUY
$57.53 - $60.83 $751,571 - $794,683
13,064 New
13,064 $757 Million

Others Institutions Holding JEPI

# of Institutions
1,412
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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