Houlihan Financial Resource Group, Ltd. J P Morgan Exchange Traded Fd Transaction History

Houlihan Financial Resource Group, Ltd.

  • $114 Million
  • Q3 2025

A detailed history of Houlihan Financial Resource Group, Ltd. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Houlihan Financial Resource Group, Ltd. holds 7,725 shares of JEPI stock, worth $438,316. This represents 0.39% of its overall portfolio holdings.

Number of Shares
7,725
Previous 8,900 13.2%
Holding current value
$438,316
Previous $503,000 12.33%
% of portfolio
0.39%
Previous 0.21%

Shares

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

Oct 28, 2025
SELL
$55.61 - $57.37 $65,341 - $67,409
-1,175 Reduced 13.2%
7,725 $441,000
Q2 2025

Aug 13, 2025
BUY
$51.14 - $57.0 $455,146 - $507,300
8,900 New
8,900 $503,000

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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