Fiduciary Group LLC J P Morgan Exchange Traded Fd Transaction History

Fiduciary Group LLC

  • $1.11 Billion
  • Q3 2025

A detailed history of Fiduciary Group LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Fiduciary Group LLC holds 13,968 shares of JEPI stock, worth $792,544. This represents 0.07% of its overall portfolio holdings.

Number of Shares
13,968
Previous 12,032 16.09%
Holding current value
$792,544
Previous $684,000 16.52%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Nov 12, 2025
BUY
$55.61 - $57.37 $107,660 - $111,068
1,936 Added 16.09%
13,968 $797,000
Q2 2025

Aug 13, 2025
BUY
$51.14 - $57.0 $56,765 - $63,270
1,110 Added 10.16%
12,032 $684,000
Q1 2025

Apr 28, 2025
BUY
$56.17 - $59.71 $312,979 - $332,704
5,572 Added 104.15%
10,922 $624,000
Q4 2024

Feb 11, 2025
BUY
$57.53 - $60.83 $307,785 - $325,440
5,350 New
5,350 $307,000

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
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