Retirement Financial Solutions, LLC J P Morgan Exchange Traded Fd Transaction History

Retirement Financial Solutions, LLC

  • $164 Billion
  • Q3 2025

A detailed history of Retirement Financial Solutions, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Retirement Financial Solutions, LLC holds 112,418 shares of JEPI stock, worth $6.38 Million. This represents 3.92% of its overall portfolio holdings.

Number of Shares
112,418
Previous 113,334 0.81%
Holding current value
$6.38 Million
Previous $6.44 Billion 0.37%
% of portfolio
3.92%
Previous 4.0%

Shares

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

Oct 22, 2025
SELL
$55.61 - $57.37 $50,938 - $52,550
-916 Reduced 0.81%
112,418 $6.42 Billion
Q2 2025

Aug 05, 2025
SELL
$51.14 - $57.0 $341,717 - $380,874
-6,682 Reduced 5.57%
113,334 $6.44 Billion
Q1 2025

Apr 16, 2025
SELL
$56.17 - $59.71 $402,514 - $427,881
-7,166 Reduced 5.63%
120,016 $6.86 Billion
Q4 2024

Jan 31, 2025
SELL
$57.53 - $60.83 $882,797 - $933,436
-15,345 Reduced 10.77%
127,182 $7.32 Billion
Q3 2024

Oct 29, 2024
BUY
$54.98 - $59.51 $148,391 - $160,617
2,699 Added 1.93%
142,527 $8.48 Billion
Q2 2024

Aug 05, 2024
BUY
$55.45 - $57.39 $716,802 - $741,880
12,927 Added 10.19%
139,828 $7.93 Billion
Q1 2024

May 10, 2024
BUY
$54.75 - $57.86 $90,994 - $96,163
1,662 Added 1.33%
126,901 $7.34 Billion
Q4 2023

Jan 18, 2024
BUY
$51.51 - $55.33 $5.36 Million - $5.75 Million
104,012 Added 490.0%
125,239 $6.89 Billion
Q3 2023

Oct 20, 2023
BUY
$53.5 - $55.92 $1.14 Million - $1.19 Million
21,227 New
21,227 $1.14 Billion

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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