Latitude Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Latitude Advisors, LLC

  • $181 Million
  • Q3 2025

A detailed history of Latitude Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Latitude Advisors, LLC holds 12,191 shares of JEPI stock, worth $691,717. This represents 0.38% of its overall portfolio holdings.

Number of Shares
12,191
Previous 14,311 14.81%
Holding current value
$691,717
Previous $813,000 14.39%
% of portfolio
0.38%
Previous 0.49%

Shares

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

Oct 30, 2025
SELL
$55.61 - $57.37 $117,893 - $121,624
-2,120 Reduced 14.81%
12,191 $696,000
Q2 2025

Jul 28, 2025
BUY
$51.14 - $57.0 $110,002 - $122,607
2,151 Added 17.69%
14,311 $813,000
Q1 2025

Apr 28, 2025
BUY
$56.17 - $59.71 $92,680 - $98,521
1,650 Added 15.7%
12,160 $694,000
Q4 2024

Jan 29, 2025
BUY
$57.53 - $60.83 $104,762 - $110,771
1,821 Added 20.96%
10,510 $604,000
Q3 2024

Oct 29, 2024
BUY
$54.98 - $59.51 $76,587 - $82,897
1,393 Added 19.09%
8,689 $517,000
Q2 2024

Jul 25, 2024
BUY
$55.45 - $57.39 $1,441 - $1,492
26 Added 0.36%
7,296 $413,000
Q1 2024

Apr 25, 2024
SELL
$54.75 - $57.86 $907,590 - $959,145
-16,577 Reduced 69.51%
7,270 $420,000
Q4 2023

Jan 30, 2024
SELL
$51.51 - $55.33 $1.46 Million - $1.56 Million
-28,255 Reduced 54.23%
23,847 $1.31 Million
Q3 2023

Nov 03, 2023
BUY
$53.5 - $55.92 $47,187 - $49,321
882 Added 1.72%
52,102 $2.79 Million
Q2 2023

Jul 26, 2023
SELL
$53.85 - $55.4 $1.65 Million - $1.7 Million
-30,677 Reduced 37.46%
51,220 $2.83 Million
Q1 2023

Apr 27, 2023
BUY
$52.13 - $55.7 $1.52 Million - $1.62 Million
29,088 Added 55.08%
81,897 $4.47 Million
Q4 2022

Jan 27, 2023
BUY
$50.88 - $56.78 $2.69 Million - $3 Million
52,809 New
52,809 $0

Others Institutions Holding JEPI

# of Institutions
1,435
Shares Held
332M
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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