Teamwork Financial Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Teamwork Financial Advisors, LLC

$869 Million
Q3 2025

A detailed history of Teamwork Financial Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Teamwork Financial Advisors, LLC holds 490,348 shares of JEPI stock, worth $27.8 Million. This represents 3.22% of its overall portfolio holdings.

Number of Shares

490,348

Previous 907,939 45.99%

Holding current value

$27.8 Million

Previous $51.6 Million 45.76%

% of portfolio

3.22%

Previous 6.67%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 08, 2025	SELL	$55.61 - $57.37 $23.2 Million - $24 Million	-417,591 Reduced 45.99%	490,348 $28 Million
Q2 2025 Jul 07, 2025	BUY	$51.14 - $57.0 $7.89 Million - $8.79 Million	154,252 Added 20.47%	907,939 $51.6 Million
Q1 2025 Apr 10, 2025	BUY	$56.17 - $59.71 $7.11 Million - $7.55 Million	126,500 Added 20.17%	753,687 $42.7 Million
Q4 2024 Jan 17, 2025	BUY	$57.53 - $60.83 $2.26 Million - $2.38 Million	39,204 Added 6.67%	627,187 $36.1 Million
Q3 2024 Oct 16, 2024	SELL	$54.98 - $59.51 $175,551 - $190,015	-3,193 Reduced 0.54%	587,983 $35 Million
Q2 2024 Aug 06, 2024	BUY	$55.45 - $57.39 $16.7 Million - $17.3 Million	301,811 Added 104.3%	591,176 $33.5 Million
Q1 2024 Apr 19, 2024	BUY	$54.75 - $57.86 $2.01 Million - $2.12 Million	36,646 Added 14.5%	289,365 $16.7 Million
Q4 2023 Jan 19, 2024	BUY	$51.51 - $55.33 $484,657 - $520,599	9,409 Added 3.87%	252,719 $13.9 Million
Q3 2023 Oct 31, 2023	BUY	$53.5 - $55.92 $1.33 Million - $1.39 Million	24,889 Added 11.39%	243,310 $13 Million
Q2 2023 Jul 17, 2023	SELL	$53.85 - $55.4 $2 Million - $2.06 Million	-37,217 Reduced 14.56%	218,421 $12.1 Million
Q1 2023 Apr 06, 2023	BUY	$52.13 - $55.7 $12.5 Million - $13.3 Million	238,889 Added 1426.29%	255,638 $14 Million
Q4 2022 Jan 17, 2023	BUY	$50.88 - $56.78 $852,189 - $951,008	16,749 New	16,749 $0

Others Institutions Holding JEPI

# of Institutions

1,399

Shares Held

345M

Call Options Held

839K

Put Options Held

634K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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Teamwork Financial Advisors, LLC J P Morgan Exchange Traded Fd Transaction History