Tfb Advisors LLC J P Morgan Exchange Traded Fd Transaction History

Tfb Advisors LLC

  • $340 Million
  • Q1 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 12,297 shares of JEPI stock, worth $704,864. This represents 0.21% of its overall portfolio holdings.

Number of Shares
12,297
Previous 10,630 15.68%
Holding current value
$704,864
Previous $611,000 14.89%
% of portfolio
0.21%
Previous 0.18%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,387
Shares Held
732M
Call Options Held
511K
Put Options Held
363K
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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