Intrepid Financial Planning Group LLC J P Morgan Exchange Traded Fd Transaction History

Intrepid Financial Planning Group LLC

$235 Million
Q3 2025

A detailed history of Intrepid Financial Planning Group LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Intrepid Financial Planning Group LLC holds 139,821 shares of JEPI stock, worth $7.93 Million. This represents 3.4% of its overall portfolio holdings.

Number of Shares

139,821

Previous 134,076 4.28%

Holding current value

$7.93 Million

Previous $7.62 Million 4.74%

% of portfolio

3.4%

Previous 3.41%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$55.61 - $57.37 $319,479 - $329,590	5,745 Added 4.28%	139,821 $7.98 Million
Q2 2025 Aug 11, 2025	BUY	$51.14 - $57.0 $636,283 - $709,194	12,442 Added 10.23%	134,076 $7.62 Million
Q1 2025 May 13, 2025	BUY	$56.17 - $59.71 $315,450 - $335,331	5,616 Added 4.84%	121,634 $6.95 Million
Q4 2024 Feb 10, 2025	BUY	$57.53 - $60.83 $3.9 Million - $4.12 Million	67,781 Added 140.52%	116,018 $6.67 Million
Q3 2024 Nov 04, 2024	BUY	$54.98 - $59.51 $542,982 - $587,720	9,876 Added 25.74%	48,237 $2.87 Million

Q2 2024 Aug 12, 2024	BUY	$55.45 - $57.39 $439,829 - $455,217	7,932 Added 26.07%	38,361 $2.17 Million
Q1 2024 May 13, 2024	BUY	$54.75 - $57.86 $719,031 - $759,875	13,133 Added 75.93%	30,429 $1.76 Million
Q4 2023 Feb 13, 2024	BUY	$51.51 - $55.33 $12,671 - $13,611	246 Added 1.44%	17,296 $950,000
Q3 2023 Nov 03, 2023	BUY	$53.5 - $55.92 $31,137 - $32,545	582 Added 3.53%	17,050 $913,000
Q2 2023 Aug 09, 2023	BUY	$53.85 - $55.4 $67,474 - $69,416	1,253 Added 8.24%	16,468 $911,000
Q1 2023 May 02, 2023	BUY	$52.13 - $55.7 $389,984 - $416,691	7,481 Added 96.73%	15,215 $830,000
Q4 2022 Feb 02, 2023	BUY	$50.88 - $56.78 $393,505 - $439,136	7,734 New	7,734 $421,000

Others Institutions Holding JEPI

# of Institutions

1,434

Shares Held

332M

Call Options Held

737K

Put Options Held

636K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
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Intrepid Financial Planning Group LLC J P Morgan Exchange Traded Fd Transaction History