Bg Investment Services, Inc. J P Morgan Exchange Traded Fd Transaction History

Bg Investment Services, Inc.

$95.1 Million
Q3 2025

A detailed history of Bg Investment Services, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Bg Investment Services, Inc. holds 68,887 shares of JEPI stock, worth $3.91 Million. This represents 4.14% of its overall portfolio holdings.

Number of Shares

68,887

Previous 46,217 49.05%

Holding current value

$3.91 Million

Previous $2.63 Million 49.71%

% of portfolio

4.14%

Previous 3.48%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	BUY	$55.61 - $57.37 $1.26 Million - $1.3 Million	22,670 Added 49.05%	68,887 $3.93 Million
Q2 2025 Jul 30, 2025	BUY	$51.14 - $57.0 $695,964 - $775,713	13,609 Added 41.74%	46,217 $2.63 Million
Q1 2025 May 06, 2025	BUY	$56.17 - $59.71 $313,091 - $332,823	5,574 Added 20.62%	32,608 $1.86 Million
Q4 2024 Feb 11, 2025	BUY	$57.53 - $60.83 $1.56 Million - $1.64 Million	27,034 New	27,034 $1.56 Million

Others Institutions Holding JEPI

# of Institutions

1,434

Shares Held

333M

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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Bg Investment Services, Inc. J P Morgan Exchange Traded Fd Transaction History