Fiduciary Alliance LLC J P Morgan Exchange Traded Fd Transaction History

Fiduciary Alliance LLC

  • $1.49 Trillion
  • Q3 2025

A detailed history of Fiduciary Alliance LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Fiduciary Alliance LLC holds 8,699 shares of JEPI stock, worth $493,581. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,699
Previous 7,120 22.18%
Holding current value
$493,581
Previous $405 Million 22.72%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 08, 2025
BUY
$55.61 - $57.37 $87,808 - $90,587
1,579 Added 22.18%
8,699 $497 Million
Q2 2025

Jul 09, 2025
BUY
$51.14 - $57.0 $70,522 - $78,603
1,379 Added 24.02%
7,120 $405 Million
Q1 2025

Apr 09, 2025
BUY
$56.17 - $59.71 $93,354 - $99,238
1,662 Added 40.75%
5,741 $328 Million
Q4 2024

Jan 13, 2025
BUY
$57.53 - $60.83 $234,664 - $248,125
4,079 New
4,079 $235 Million
Q2 2024

Jul 09, 2024
BUY
$55.45 - $57.39 $55,949 - $57,906
1,009 Added 28.59%
4,538 $255 Million
Q1 2024

Apr 17, 2024
BUY
$54.75 - $57.86 $193,212 - $204,187
3,529 New
3,529 $202 Million
Q2 2023

Jul 18, 2023
BUY
$53.85 - $55.4 $117,554 - $120,938
2,183 New
2,183 $121 Million

Others Institutions Holding JEPI

# of Institutions
1,444
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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