Grantvest Financial Group LLC J P Morgan Exchange Traded Fd Transaction History

Grantvest Financial Group LLC

  • $145 Billion
  • Q3 2025

A detailed history of Grantvest Financial Group LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Grantvest Financial Group LLC holds 42,725 shares of JEPI stock, worth $2.42 Million. This represents 1.68% of its overall portfolio holdings.

Number of Shares
42,725
Previous 33,226 28.59%
Holding current value
$2.42 Million
Previous $1.89 Billion 29.16%
% of portfolio
1.68%
Previous 1.4%

Shares

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

Nov 04, 2025
BUY
$55.61 - $57.37 $528,239 - $544,957
9,499 Added 28.59%
42,725 $2.44 Billion
Q2 2025

Aug 13, 2025
BUY
$51.14 - $57.0 $118,593 - $132,183
2,319 Added 7.5%
33,226 $1.89 Billion
Q1 2025

May 08, 2025
BUY
$56.17 - $59.71 $148,681 - $158,052
2,647 Added 9.37%
30,907 $1.77 Billion
Q4 2024

Feb 11, 2025
BUY
$57.53 - $60.83 $1.63 Million - $1.72 Million
28,260 New
28,260 $1.63 Billion

Others Institutions Holding JEPI

# of Institutions
1,450
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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