Appleton Partners Inc J P Morgan Exchange Traded Fd Transaction History

Appleton Partners Inc

$1.52 Billion
Q4 2025

A detailed history of Appleton Partners Inc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Appleton Partners Inc holds 263,716 shares of JEPI stock, worth $15 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares

263,716

Previous 261,858 0.71%

Holding current value

$15 Million

Previous $15 Million 0.96%

% of portfolio

0.99%

Previous 1.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 09, 2026	BUY	$56.0 - $57.6 $104,048 - $107,020	1,858 Added 0.71%	263,716 $15.1 Million
Q3 2025 Nov 05, 2025	BUY	$55.61 - $57.37 $78,854 - $81,350	1,418 Added 0.54%	261,858 $15 Million
Q2 2025 Jul 22, 2025	BUY	$51.14 - $57.0 $21,069 - $23,484	412 Added 0.16%	260,440 $14.8 Million
Q1 2025 Apr 22, 2025	BUY	$56.17 - $59.71 $444,192 - $472,186	7,908 Added 3.14%	260,028 $14.9 Million
Q4 2024 Jan 28, 2025	BUY	$57.53 - $60.83 $675,919 - $714,691	11,749 Added 4.89%	252,120 $14.5 Million

Q3 2024 Oct 01, 2024	BUY	$54.98 - $59.51 $305,908 - $331,113	5,564 Added 2.37%	240,371 $14.3 Million
Q2 2024 Jul 02, 2024	BUY	$55.45 - $57.39 $238,767 - $247,121	4,306 Added 1.87%	234,807 $13.3 Million
Q1 2024 Apr 01, 2024	BUY	$54.75 - $57.86 $911,532 - $963,311	16,649 Added 7.79%	230,501 $13.3 Million
Q4 2023 Jan 02, 2024	BUY	$51.51 - $55.33 $1.01 Million - $1.09 Million	19,622 Added 10.1%	213,852 $11.8 Million
Q3 2023 Oct 03, 2023	BUY	$53.5 - $55.92 $1.37 Million - $1.43 Million	25,540 Added 15.14%	194,230 $10.4 Million
Q2 2023 Jul 10, 2023	BUY	$53.85 - $55.4 $5.76 Million - $5.93 Million	106,960 Added 173.27%	168,690 $9.33 Million
Q1 2023 Apr 10, 2023	BUY	$52.13 - $55.7 $407,500 - $435,406	7,817 Added 14.5%	61,730 $3.37 Million
Q4 2022 Jan 19, 2023	BUY	$50.88 - $56.78 $1.5 Million - $1.68 Million	29,505 Added 120.88%	53,913 $2.94 Million
Q3 2022 Oct 27, 2022	BUY	$51.23 - $57.83 $857,846 - $968,363	16,745 Added 218.52%	24,408 $1.25 Million
Q2 2022 Jul 08, 2022	BUY	$52.86 - $62.23 $405,066 - $476,868	7,663 New	7,663 $425,000

Others Institutions Holding JEPI

# of Institutions

1,437

Shares Held

332M

Call Options Held

737K

Put Options Held

636K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
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Appleton Partners Inc J P Morgan Exchange Traded Fd Transaction History