Cerity Partners LLC J P Morgan Exchange Traded Fd Transaction History

Cerity Partners LLC

  • $60.5 Billion
  • Q3 2025

A detailed history of Cerity Partners LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Cerity Partners LLC holds 198,773 shares of JEPI stock, worth $11.3 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
198,773
Previous 187,095 6.24%
Holding current value
$11.3 Million
Previous $10.6 Million 6.7%
% of portfolio
0.02%
Previous 0.02%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$55.61 - $57.37 $649,413 - $669,966
11,678 Added 6.24%
198,773 $11.3 Million
Q2 2025

Aug 13, 2025
BUY
$51.14 - $57.0 $1.55 Million - $1.73 Million
30,308 Added 19.33%
187,095 $10.6 Million
Q1 2025

Apr 30, 2025
BUY
$56.17 - $59.71 $1.37 Million - $1.46 Million
24,456 Added 18.48%
156,787 $8.96 Million
Q4 2024

Feb 13, 2025
BUY
$57.53 - $60.83 $480,893 - $508,477
8,359 Added 6.74%
132,331 $7.61 Million
Q3 2024

Nov 12, 2024
SELL
$54.98 - $59.51 $1.55 Million - $1.68 Million
-28,266 Reduced 18.57%
123,972 $7.38 Million
Q2 2024

Aug 13, 2024
BUY
$55.45 - $57.39 $1.17 Million - $1.21 Million
21,124 Added 16.11%
152,238 $8.63 Million
Q1 2024

May 14, 2024
BUY
$54.75 - $57.86 $1.18 Million - $1.24 Million
21,499 Added 19.61%
131,114 $7.59 Million
Q4 2023

Jan 26, 2024
BUY
$51.51 - $55.33 $2.84 Million - $3.05 Million
55,200 Added 101.44%
109,615 $6.03 Million
Q3 2023

Nov 13, 2023
BUY
$53.5 - $55.92 $239,840 - $250,689
4,483 Added 8.98%
54,415 $2.91 Million
Q2 2023

Aug 14, 2023
BUY
$53.85 - $55.4 $1.91 Million - $1.97 Million
35,518 Added 246.41%
49,932 $2.76 Million
Q1 2023

May 11, 2023
BUY
$52.13 - $55.7 $353,232 - $377,423
6,776 Added 88.71%
14,414 $787,000
Q4 2022

Feb 15, 2023
BUY
$50.88 - $56.78 $27,678 - $30,888
544 Added 7.67%
7,638 $416,000
Q3 2022

Nov 10, 2022
BUY
$51.23 - $57.83 $60,758 - $68,586
1,186 Added 20.07%
7,094 $363,000
Q2 2022

Aug 10, 2022
SELL
$52.86 - $62.23 $107,728 - $126,824
-2,038 Reduced 25.65%
5,908 $328,000
Q1 2022

Apr 25, 2022
BUY
$58.11 - $63.04 $66,187 - $71,802
1,139 Added 16.73%
7,946 $488,000
Q4 2021

Feb 14, 2022
BUY
$59.34 - $63.61 $403,927 - $432,993
6,807 New
6,807 $430,000

Others Institutions Holding JEPI

# of Institutions
1,436
Shares Held
333M
Call Options Held
737K
Put Options Held
636K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

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