Morris Retirement Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Morris Retirement Advisors, LLC

  • $224 Million
  • Q3 2025

A detailed history of Morris Retirement Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Morris Retirement Advisors, LLC holds 13,952 shares of JEPI stock, worth $791,636. This represents 0.36% of its overall portfolio holdings.

Number of Shares
13,952
Previous 15,121 7.73%
Holding current value
$791,636
Previous $859,000 7.33%
% of portfolio
0.36%
Previous 0.41%

Shares

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

Nov 07, 2025
SELL
$55.61 - $57.37 $65,008 - $67,065
-1,169 Reduced 7.73%
13,952 $796,000
Q2 2025

Jul 08, 2025
BUY
$51.14 - $57.0 $40,860 - $45,543
799 Added 5.58%
15,121 $859,000
Q1 2025

Apr 10, 2025
BUY
$56.17 - $59.71 $7,526 - $8,001
134 Added 0.94%
14,322 $811,000
Q4 2024

Jan 13, 2025
BUY
$57.53 - $60.83 $84,223 - $89,055
1,464 Added 11.51%
14,188 $816,000
Q3 2024

Oct 03, 2024
SELL
$54.98 - $59.51 $1.12 Million - $1.21 Million
-20,285 Reduced 61.45%
12,724 $757,000
Q2 2024

Aug 06, 2024
SELL
$55.45 - $57.39 $7.35 Million - $7.61 Million
-132,608 Reduced 80.07%
33,009 $1.87 Million
Q1 2024

May 03, 2024
BUY
$54.75 - $57.86 $173,721 - $183,589
3,173 Added 1.95%
165,617 $9.58 Million
Q4 2023

Feb 12, 2024
BUY
$51.51 - $55.33 $1.82 Million - $1.95 Million
35,325 Added 27.79%
162,444 $8.93 Million
Q3 2023

Nov 08, 2023
SELL
$53.5 - $55.92 $475,240 - $496,737
-8,883 Reduced 6.53%
127,119 $6.81 Million
Q2 2023

Jul 17, 2023
BUY
$53.85 - $55.4 $7.11 Million - $7.31 Million
132,019 Added 3314.56%
136,002 $7.52 Million
Q1 2023

Apr 13, 2023
BUY
$52.13 - $55.7 $207,633 - $221,853
3,983 New
3,983 $217,000

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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