Tandem Financial, LLC J P Morgan Exchange Traded Fd Transaction History

Tandem Financial, LLC

  • $269 Billion
  • Q3 2025

A detailed history of Tandem Financial, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Tandem Financial, LLC holds 15,788 shares of JEPI stock, worth $895,811. This represents 0.34% of its overall portfolio holdings.

Number of Shares
15,788
Previous 18,343 13.93%
Holding current value
$895,811
Previous $1.04 Billion 13.55%
% of portfolio
0.34%
Previous 0.97%

Shares

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

Oct 31, 2025
SELL
$55.61 - $57.37 $142,083 - $146,580
-2,555 Reduced 13.93%
15,788 $902 Million
Q2 2025

Aug 13, 2025
BUY
$51.14 - $57.0 $37,383 - $41,667
731 Added 4.15%
18,343 $1.04 Billion
Q1 2025

May 08, 2025
BUY
$56.17 - $59.71 $255,461 - $271,561
4,548 Added 34.81%
17,612 $1.01 Billion
Q4 2024

Jan 27, 2025
BUY
$57.53 - $60.83 $751,571 - $794,683
13,064 New
13,064 $757 Million

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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