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

Larson Financial Group LLC

  • $2.7 Billion
  • Q3 2025

A detailed history of Larson Financial Group LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Larson Financial Group LLC holds 209,376 shares of JEPI stock, worth $11.9 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
209,376
Previous 189,659 10.4%
Holding current value
$11.9 Million
Previous $10.8 Million 10.88%
% of portfolio
0.44%
Previous 0.44%

Shares

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

Nov 14, 2025
BUY
$55.61 - $57.37 $1.1 Million - $1.13 Million
19,717 Added 10.4%
209,376 $12 Million
Q2 2025

Aug 08, 2025
BUY
$51.14 - $57.0 $2.19 Million - $2.44 Million
42,848 Added 29.19%
189,659 $10.8 Million
Q1 2025

May 02, 2025
BUY
$56.17 - $59.71 $2.32 Million - $2.47 Million
41,312 Added 39.16%
146,811 $8.39 Million
Q4 2024

Feb 07, 2025
BUY
$57.53 - $60.83 $813,474 - $860,136
14,140 Added 15.48%
105,499 $6.07 Million
Q3 2024

Nov 12, 2024
BUY
$54.98 - $59.51 $4.08 Million - $4.42 Million
74,203 Added 432.52%
91,359 $5.44 Million
Q2 2024

Aug 02, 2024
BUY
$55.45 - $57.39 $920,470 - $952,674
16,600 Added 2985.61%
17,156 $972,000
Q1 2024

May 03, 2024
BUY
$54.75 - $57.86 $17,191 - $18,168
314 Added 129.75%
556 $32,000
Q4 2023

Feb 01, 2024
SELL
$51.51 - $55.33 $96,169 - $103,301
-1,867 Reduced 88.53%
242 $13,000
Q3 2023

Nov 03, 2023
BUY
$53.5 - $55.92 $5,617 - $5,871
105 Added 5.24%
2,109 $112,000
Q2 2023

Aug 03, 2023
BUY
$53.85 - $55.4 $12,654 - $13,019
235 Added 13.28%
2,004 $110,000
Q1 2023

May 04, 2023
BUY
$52.13 - $55.7 $19,809 - $21,166
380 Added 27.36%
1,769 $96,000
Q4 2022

Feb 03, 2023
BUY
$50.88 - $56.78 $70,672 - $78,867
1,389 New
1,389 $75,000

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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