Helium Advisors LLC J P Morgan Exchange Traded Fd Transaction History

Helium Advisors LLC

  • $120 Billion
  • Q3 2025

A detailed history of Helium Advisors LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Helium Advisors LLC holds 43,402 shares of JEPI stock, worth $2.46 Million. This represents 2.07% of its overall portfolio holdings.

Number of Shares
43,402
Previous 59,953 27.61%
Holding current value
$2.46 Million
Previous $3.41 Billion 27.29%
% of portfolio
2.07%
Previous 2.16%

Shares

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

Nov 13, 2025
SELL
$55.61 - $57.37 $920,401 - $949,530
-16,551 Reduced 27.61%
43,402 $2.48 Billion
Q2 2025

Aug 14, 2025
SELL
$51.14 - $57.0 $399,710 - $445,512
-7,816 Reduced 11.53%
59,953 $3.41 Billion
Q1 2025

May 08, 2025
BUY
$56.17 - $59.71 $1.43 Million - $1.52 Million
25,493 Added 60.3%
67,769 $3.87 Billion
Q4 2024

Feb 18, 2025
BUY
$57.53 - $60.83 $2.43 Million - $2.57 Million
42,276 New
42,276 $2.43 Billion

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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