Cfo4 Life Group, LLC J P Morgan Exchange Traded Fd Transaction History

Cfo4 Life Group, LLC

  • $648 Million
  • Q3 2025

A detailed history of Cfo4 Life Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Cfo4 Life Group, LLC holds 154,897 shares of JEPI stock, worth $8.79 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares
154,897
Previous 159,564 2.92%
Holding current value
$8.79 Million
Previous $9.07 Million 2.5%
% of portfolio
1.36%
Previous 1.5%

Shares

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

Nov 07, 2025
SELL
$55.61 - $57.37 $259,531 - $267,745
-4,667 Reduced 2.92%
154,897 $8.84 Million
Q2 2025

Aug 08, 2025
SELL
$51.14 - $57.0 $1.87 Million - $2.09 Million
-36,612 Reduced 18.66%
159,564 $9.07 Million
Q1 2025

Apr 30, 2025
SELL
$56.17 - $59.71 $21.5 Million - $22.8 Million
-382,077 Reduced 66.07%
196,176 $11.2 Million
Q4 2024

Feb 10, 2025
BUY
$57.53 - $60.83 $1.38 Million - $1.46 Million
23,971 Added 4.32%
578,253 $33.3 Million
Q3 2024

Nov 12, 2024
SELL
$54.98 - $59.51 $1.1 Million - $1.19 Million
-19,930 Reduced 3.47%
554,282 $33 Million
Q2 2024

Jul 31, 2024
BUY
$55.45 - $57.39 $315,787 - $326,836
5,695 Added 1.0%
574,212 $32.5 Million
Q1 2024

May 06, 2024
BUY
$54.75 - $57.86 $1.95 Million - $2.06 Million
35,683 Added 6.7%
568,517 $32.9 Million
Q4 2023

Jan 24, 2024
BUY
$51.51 - $55.33 $507,837 - $545,498
9,859 Added 1.89%
532,834 $29.3 Million
Q3 2023

Oct 30, 2023
BUY
$53.5 - $55.92 $1.38 Million - $1.44 Million
25,820 Added 5.19%
522,975 $28 Million
Q2 2023

Aug 07, 2023
BUY
$53.85 - $55.4 $1.3 Million - $1.34 Million
24,217 Added 5.12%
497,155 $27.5 Million
Q1 2023

May 03, 2023
BUY
$52.13 - $55.7 $24.7 Million - $26.3 Million
472,938 New
472,938 $25.8 Million

Others Institutions Holding JEPI

# of Institutions
1,433
Shares Held
333M
Call Options Held
737K
Put Options Held
636K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Cfo4 Life Group, LLC Portfolio

Follow Cfo4 Life Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cfo4 Life Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cfo4 Life Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email