Tfb Advisors LLC J P Morgan Exchange Traded Fd Transaction History

Tfb Advisors LLC

  • $373 Million
  • Q2 2025

A detailed history of Tfb Advisors LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Tfb Advisors LLC holds 3,827 shares of JEPI stock, worth $219,095. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,827
Previous 12,297 68.88%
Holding current value
$219,095
Previous $702,000 69.09%
% of portfolio
0.06%
Previous 0.21%

Shares

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

Jul 30, 2025
SELL
$51.14 - $57.0 $433,155 - $482,790
-8,470 Reduced 68.88%
3,827 $217,000
Q1 2025

May 14, 2025
BUY
$56.17 - $59.71 $93,635 - $99,536
1,667 Added 15.68%
12,297 $702,000
Q4 2024

Jan 29, 2025
BUY
$57.53 - $60.83 $145,263 - $153,595
2,525 Added 31.15%
10,630 $611,000
Q3 2024

Oct 31, 2024
BUY
$54.98 - $59.51 $15,944 - $17,257
290 Added 3.71%
8,105 $482,000
Q2 2024

Jul 30, 2024
BUY
$55.45 - $57.39 $433,341 - $448,502
7,815 New
7,815 $442,000

Others Institutions Holding JEPI

# of Institutions
1,403
Shares Held
748M
Call Options Held
839K
Put Options Held
634K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Tfb Advisors LLC Portfolio

Follow Tfb Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tfb Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tfb Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email