Ehrlich Financial Group J P Morgan Exchange Traded Fd Transaction History

Ehrlich Financial Group

$137 Billion
Q1 2025

A detailed history of Ehrlich Financial Group transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Ehrlich Financial Group holds 57,090 shares of JEPI stock, worth $3.07 Million. This represents 2.38% of its overall portfolio holdings.

Number of Shares

57,090

Previous 57,513 0.74%

Holding current value

$3.07 Million

Previous $3.31 Billion 1.41%

% of portfolio

2.38%

Previous 2.35%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	SELL	$56.17 - $59.71 $23,759 - $25,257	-423 Reduced 0.74%	57,090 $3.26 Billion
Q4 2024 Jan 13, 2025	SELL	$57.53 - $60.83 $123,114 - $130,176	-2,140 Reduced 3.59%	57,513 $3.31 Billion
Q3 2024 Oct 07, 2024	SELL	$54.98 - $59.51 $99,018 - $107,177	-1,801 Reduced 2.93%	59,653 $3.55 Billion
Q2 2024 Jul 12, 2024	BUY	$55.45 - $57.39 $166,571 - $172,399	3,004 Added 5.14%	61,454 $3.48 Billion
Q1 2024 Apr 15, 2024	BUY	$54.75 - $57.86 $475,558 - $502,571	8,686 Added 17.45%	58,450 $3.38 Billion
Q4 2023 Feb 13, 2024	BUY	$51.51 - $55.33 $2.56 Million - $2.75 Million	49,764 New	49,764 $2.74 Billion

Others Institutions Holding JEPI

# of Institutions

1,340

Shares Held

312M

Call Options Held

179K

Put Options Held

309K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
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Ehrlich Financial Group J P Morgan Exchange Traded Fd Transaction History