Bay Capital Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Bay Capital Advisors, LLC

$164 Billion
Q4 2025

A detailed history of Bay Capital Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Bay Capital Advisors, LLC holds 47,554 shares of JEPI stock, worth $2.7 Million. This represents 1.66% of its overall portfolio holdings.

Number of Shares

47,554

Previous 61,500 22.68%

Holding current value

$2.7 Million

Previous $3.51 Billion 22.49%

% of portfolio

1.66%

Previous 2.29%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 16, 2026	SELL	$56.0 - $57.6 $780,976 - $803,289	-13,946 Reduced 22.68%	47,554 $2.72 Billion
Q3 2025 Oct 21, 2025	BUY	$55.61 - $57.37 $87,418 - $90,185	1,572 Added 2.62%	61,500 $3.51 Billion
Q2 2025 Jul 15, 2025	BUY	$51.14 - $57.0 $65,766 - $73,302	1,286 Added 2.19%	59,928 $3.41 Billion
Q1 2025 Apr 25, 2025	BUY	$56.17 - $59.71 $220,130 - $234,003	3,919 Added 7.16%	58,642 $3.35 Billion
Q4 2024 Feb 11, 2025	BUY	$57.53 - $60.83 $3.15 Million - $3.33 Million	54,723 New	54,723 $3.15 Billion

Others Institutions Holding JEPI

# of Institutions

1,434

Shares Held

332M

Call Options Held

737K

Put Options Held

636K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

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Bay Capital Advisors, LLC J P Morgan Exchange Traded Fd Transaction History