Sloy Dahl & Holst, LLC J P Morgan Exchange Traded Fd Transaction History

Sloy Dahl & Holst, LLC

  • $832 Million
  • Q3 2025

A detailed history of Sloy Dahl & Holst, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Sloy Dahl & Holst, LLC holds 26,651 shares of JEPI stock, worth $1.51 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
26,651
Previous 24,600 8.34%
Holding current value
$1.51 Million
Previous $1.4 Million 8.8%
% of portfolio
0.18%
Previous 0.22%

Shares

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

Oct 14, 2025
BUY
$55.61 - $57.37 $114,056 - $117,665
2,051 Added 8.34%
26,651 $1.52 Million
Q2 2025

Jul 30, 2025
BUY
$51.14 - $57.0 $148,050 - $165,015
2,895 Added 13.34%
24,600 $1.4 Million
Q1 2025

May 12, 2025
BUY
$56.17 - $59.71 $513,674 - $546,047
9,145 Added 72.81%
21,705 $1.24 Million
Q4 2024

Jan 24, 2025
BUY
$57.53 - $60.83 $483,827 - $511,580
8,410 Added 202.65%
12,560 $722,000
Q3 2024

Oct 17, 2024
BUY
$54.98 - $59.51 $228,167 - $246,966
4,150 New
4,150 $246,000

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

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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