Penney Financial, LLC J P Morgan Exchange Traded Fd Transaction History

Penney Financial, LLC

  • $259 Billion
  • Q4 2025

A detailed history of Penney Financial, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Penney Financial, LLC holds 97,787 shares of JEPI stock, worth $5.55 Million. This represents 2.16% of its overall portfolio holdings.

Number of Shares
97,787
Previous 90,462 8.1%
Holding current value
$5.55 Million
Previous $5.17 Billion 8.36%
% of portfolio
2.16%
Previous 2.31%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 21, 2026
BUY
$56.0 - $57.6 $410,200 - $421,920
7,325 Added 8.1%
97,787 $5.6 Billion
Q3 2025

Oct 21, 2025
BUY
$55.61 - $57.37 $230,114 - $237,397
4,138 Added 4.79%
90,462 $5.17 Billion
Q2 2025

Jul 23, 2025
BUY
$51.14 - $57.0 $60,191 - $67,089
1,177 Added 1.38%
86,324 $4.91 Billion
Q1 2025

May 02, 2025
BUY
$56.17 - $59.71 $267,088 - $283,921
4,755 Added 5.91%
85,147 $4.87 Billion
Q4 2024

Jan 23, 2025
BUY
$57.53 - $60.83 $90,322 - $95,503
1,570 Added 1.99%
80,392 $4.62 Billion
Q3 2024

Dec 31, 2024
BUY
$54.98 - $59.51 $21,222 - $22,970
386 Added 0.49%
78,822 $4.69 Billion
Q2 2024

Dec 31, 2024
SELL
$55.45 - $57.39 $121,213 - $125,454
-2,186 Reduced 2.71%
78,436 $4.45 Billion
Q1 2024

Dec 31, 2024
SELL
$54.75 - $57.86 $17,410 - $18,399
-318 Reduced 0.39%
80,622 $4.66 Billion
Q4 2023

Dec 26, 2024
BUY
$51.51 - $55.33 $4.17 Million - $4.48 Million
80,940 New
80,940 $4.45 Billion

Others Institutions Holding JEPI

# of Institutions
1,444
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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