Madrona Financial Services, LLC J P Morgan Exchange Traded Fd Transaction History

Madrona Financial Services, LLC

  • $419 Million
  • Q3 2025

A detailed history of Madrona Financial Services, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Madrona Financial Services, LLC holds 81,118 shares of JEPI stock, worth $4.6 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares
81,118
Previous 79,103 2.55%
Holding current value
$4.6 Million
Previous $4.5 Million 2.98%
% of portfolio
1.1%
Previous 1.16%

Shares

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

Oct 22, 2025
BUY
$55.61 - $57.37 $112,054 - $115,600
2,015 Added 2.55%
81,118 $4.63 Million
Q2 2025

Jul 18, 2025
SELL
$51.14 - $57.0 $110,564 - $123,234
-2,162 Reduced 2.66%
79,103 $4.5 Million
Q1 2025

Apr 23, 2025
BUY
$56.17 - $59.71 $441,327 - $469,141
7,857 Added 10.7%
81,265 $4.64 Million
Q4 2024

Jan 17, 2025
SELL
$57.53 - $60.83 $3.74 Million - $3.96 Million
-65,048 Reduced 46.98%
73,408 $4.22 Million
Q3 2024

Oct 17, 2024
BUY
$54.98 - $59.51 $3.37 Million - $3.65 Million
61,288 Added 79.42%
138,456 $8.24 Million
Q2 2024

Jul 19, 2024
BUY
$55.45 - $57.39 $76,521 - $79,198
1,380 Added 1.82%
77,168 $4.37 Million
Q1 2024

Apr 19, 2024
SELL
$54.75 - $57.86 $265,209 - $280,273
-4,844 Reduced 6.01%
75,788 $4.39 Million
Q4 2023

Jan 25, 2024
BUY
$51.51 - $55.33 $886,899 - $952,671
17,218 Added 27.15%
80,632 $4.43 Million
Q3 2023

Oct 16, 2023
BUY
$53.5 - $55.92 $2.58 Million - $2.7 Million
48,286 Added 319.18%
63,414 $3.4 Million
Q2 2023

Jul 17, 2023
BUY
$53.85 - $55.4 $814,642 - $838,091
15,128 New
15,128 $837,000

Others Institutions Holding JEPI

# of Institutions
1,434
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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