A detailed history of Skyline Advisors, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Skyline Advisors, Inc. holds 16,064 shares of JEPI stock, worth $911,471. This represents 0.31% of its overall portfolio holdings.

Number of Shares
16,064
Previous 14,713 9.18%
Holding current value
$911,471
Previous $840 Million 9.45%
% of portfolio
0.31%
Previous 0.29%

Shares

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

Jan 12, 2026

BUY
$56.0 - $57.6 $75,656 - $77,817
1,351 Added 9.18%
16,064 $919 Million
Q3 2025

Nov 12, 2025

BUY
$55.61 - $57.37 $6,506 - $6,712
117 Added 0.8%
14,713 $840 Million
Q2 2025

Jul 11, 2025

BUY
$51.14 - $57.0 $10,279 - $11,457
201 Added 1.4%
14,596 $830 Million
Q1 2025

Apr 15, 2025

BUY
$56.17 - $59.71 $170,700 - $181,458
3,039 Added 26.76%
14,395 $823 Million
Q4 2024

Feb 27, 2025

BUY
$57.53 - $60.83 $653,310 - $690,785
11,356 New
11,356 $653 Million

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Skyline Advisors, Inc. Portfolio

Follow Skyline Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Skyline Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Skyline Advisors, Inc. with notifications on news.