M.E. Allison & Co., Inc. J P Morgan Exchange Traded Fd Transaction History

M.E. Allison & Co., Inc.

$147 Billion
Q4 2025

A detailed history of M.E. Allison & Co., Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, M.E. Allison & Co., Inc. holds 63,573 shares of JEPI stock, worth $3.61 Million. This represents 2.47% of its overall portfolio holdings.

Number of Shares

63,573

Previous 66,953 5.05%

Holding current value

$3.61 Million

Previous $3.82 Billion 4.82%

% of portfolio

2.47%

Previous 2.66%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	SELL	$56.0 - $57.6 $189,280 - $194,688	-3,380 Reduced 5.05%	63,573 $3.64 Billion
Q3 2025 Oct 07, 2025	BUY	$55.61 - $57.37 $319,145 - $329,246	5,739 Added 9.38%	66,953 $3.82 Billion
Q2 2025 Jul 25, 2025	BUY	$51.14 - $57.0 $630,607 - $702,867	12,331 Added 25.23%	61,214 $3.48 Billion
Q1 2025 Apr 17, 2025	BUY	$56.17 - $59.71 $159,691 - $169,755	2,843 Added 6.18%	48,883 $2.79 Billion
Q4 2024 Jan 16, 2025	BUY	$57.53 - $60.83 $2.65 Million - $2.8 Million	46,040 New	46,040 $2.65 Billion

Others Institutions Holding JEPI

# of Institutions

1,436

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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