Colonial Trust Advisors J P Morgan Exchange Traded Fd Transaction History

Colonial Trust Advisors

  • $1.28 Billion
  • Q3 2025

A detailed history of Colonial Trust Advisors transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Colonial Trust Advisors holds 1,552 shares of JEPI stock, worth $88,060. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,552
Previous 1,532 1.31%
Holding current value
$88,060
Previous $87,000 1.15%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 10, 2025
BUY
$55.61 - $57.37 $1,112 - $1,147
20 Added 1.31%
1,552 $88,000
Q2 2025

Aug 13, 2025
BUY
$51.14 - $57.0 $1,329 - $1,482
26 Added 1.73%
1,532 $87,000
Q1 2025

May 13, 2025
BUY
$56.17 - $59.71 $84,592 - $89,923
1,506 New
1,506 $86,000

Others Institutions Holding JEPI

# of Institutions
1,435
Shares Held
332M
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
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