Scott Capital Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Scott Capital Advisors, LLC

  • $445 Million
  • Q4 2025

A detailed history of Scott Capital Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Scott Capital Advisors, LLC holds 146,810 shares of JEPI stock, worth $8.33 Million. This represents 1.87% of its overall portfolio holdings.

Number of Shares
146,810
Previous 123,643 18.74%
Holding current value
$8.33 Million
Previous $7.06 Million 17.97%
% of portfolio
1.87%
Previous 1.61%

Shares

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

Jan 12, 2026
BUY
$56.0 - $57.6 $1.3 Million - $1.33 Million
23,167 Added 18.74%
146,810 $8.33 Million
Q3 2025

Oct 15, 2025
BUY
$55.61 - $57.37 $3.81 Million - $3.93 Million
68,548 Added 124.42%
123,643 $7.06 Million
Q2 2025

Jul 11, 2025
BUY
$51.14 - $57.0 $214,327 - $238,887
4,191 Added 8.23%
55,095 $3.13 Million
Q1 2025

Apr 16, 2025
BUY
$56.17 - $59.71 $144,188 - $153,275
2,567 Added 5.31%
50,904 $2.89 Million
Q4 2024

Jan 16, 2025
BUY
$57.53 - $60.83 $98,261 - $103,897
1,708 Added 3.66%
48,337 $2.78 Million
Q3 2024

Oct 09, 2024
BUY
$54.98 - $59.51 $58,828 - $63,675
1,070 Added 2.35%
46,629 $2.77 Million
Q2 2024

Jul 12, 2024
BUY
$55.45 - $57.39 $260,836 - $269,962
4,704 Added 11.51%
45,559 $2.58 Million
Q1 2024

Apr 17, 2024
BUY
$54.75 - $57.86 $620,153 - $655,380
11,327 Added 38.36%
40,855 $2.36 Million
Q4 2023

Jan 10, 2024
BUY
$51.51 - $55.33 $173,794 - $186,683
3,374 Added 12.9%
29,528 $1.62 Million
Q3 2023

Oct 19, 2023
BUY
$53.5 - $55.92 $389,747 - $407,377
7,285 Added 38.61%
26,154 $1.4 Million
Q2 2023

Jul 11, 2023
BUY
$53.85 - $55.4 $519,006 - $533,945
9,638 Added 104.41%
18,869 $1.04 Million
Q1 2023

Apr 12, 2023
BUY
$52.13 - $55.7 $239,485 - $255,885
4,594 Added 99.07%
9,231 $504,000
Q4 2022

Jan 18, 2023
BUY
$50.88 - $56.78 $235,930 - $263,288
4,637 New
4,637 $0

Others Institutions Holding JEPI

# of Institutions
1,452
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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