Kovitz Investment Group Partners, LLC J P Morgan Exchange Traded Fd Transaction History

Kovitz Investment Group Partners, LLC

$23.6 Billion
Q3 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 83,103 shares of JEPI stock, worth $4.72 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

83,103

Previous 83,660 0.67%

Holding current value

$4.72 Million

Previous $4.76 Million 0.23%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$55.61 - $57.37 $30,974 - $31,955	-557 Reduced 0.67%	83,103 $4.75 Million
Q2 2025 Aug 14, 2025	SELL	$51.14 - $57.0 $2.72 Million - $3.04 Million	-53,267 Reduced 38.9%	83,660 $4.76 Million
Q1 2025 May 13, 2025	BUY	$56.17 - $59.71 $157,556 - $167,486	2,805 Added 2.09%	136,927 $7.82 Million
Q4 2024 Aug 25, 2025	BUY	$57.53 - $60.83 $2.93 Million - $3.1 Million	51,000 Added 60.96%	134,660 $7.75 Million
Q4 2024 Feb 14, 2025	SELL	$57.53 - $60.83 $16,798 - $17,762	-292 Reduced 0.22%	134,122 $7.72 Million

Q3 2024 Nov 14, 2024	BUY	$54.98 - $59.51 $7.09 Million - $7.68 Million	128,996 Added 2380.88%	134,414 $8 Million
Q2 2024 Aug 14, 2024	BUY	$55.45 - $57.39 $300,428 - $310,939	5,418 New	5,418 $307,000
Q1 2024 May 14, 2024	BUY	$54.75 - $57.86 $366,058 - $386,851	6,686 New	6,686 $386,000

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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Industry ETFs

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Kovitz Investment Group Partners, LLC J P Morgan Exchange Traded Fd Transaction History