Sanders Morris Harris LLC J P Morgan Exchange Traded Fd Transaction History

Sanders Morris Harris LLC

$689 Million
Q3 2025

A detailed history of Sanders Morris Harris LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Sanders Morris Harris LLC holds 13,694 shares of JEPI stock, worth $776,997. This represents 0.11% of its overall portfolio holdings.

Number of Shares

13,694

Previous 9,489 44.31%

Holding current value

$776,997

Previous $539,000 44.53%

% of portfolio

0.11%

Previous 0.14%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 06, 2025	BUY	$55.61 - $57.37 $233,840 - $241,240	4,205 Added 44.31%	13,694 $779,000
Q2 2025 Jul 30, 2025	SELL	$51.14 - $57.0 $140,225 - $156,294	-2,742 Reduced 22.42%	9,489 $539,000
Q1 2025 Apr 08, 2025	BUY	$56.17 - $59.71 $224,680 - $238,840	4,000 Added 48.6%	12,231 $693,000
Q2 2024 Jul 12, 2024	SELL	$55.45 - $57.39 $110,900 - $114,780	-2,000 Reduced 19.55%	8,231 $466,000
Q1 2024 Apr 11, 2024	BUY	$54.75 - $57.86 $11,826 - $12,497	216 Added 2.16%	10,231 $591,000

Q4 2023 Jan 10, 2024	BUY	$51.51 - $55.33 $515,872 - $554,129	10,015 New	10,015 $550,000

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

Ticker JEPI
Sector ETFs
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Sanders Morris Harris LLC J P Morgan Exchange Traded Fd Transaction History