Ulland Investment Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Ulland Investment Advisors, LLC

  • $133 Million
  • Q3 2025

A detailed history of Ulland Investment Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Ulland Investment Advisors, LLC holds 91,138 shares of JEPI stock, worth $5.17 Million. This represents 3.92% of its overall portfolio holdings.

Number of Shares
91,138
Previous 93,734 2.77%
Holding current value
$5.17 Million
Previous $5.33 Million 2.35%
% of portfolio
3.92%
Previous 4.07%

Shares

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

Nov 13, 2025
SELL
$55.61 - $57.37 $144,363 - $148,932
-2,596 Reduced 2.77%
91,138 $5.2 Million
Q2 2025

Jul 24, 2025
BUY
$51.14 - $57.0 $813,177 - $906,357
15,901 Added 20.43%
93,734 $5.33 Million
Q1 2025

Apr 15, 2025
BUY
$56.17 - $59.71 $4.34 Million - $4.62 Million
77,303 Added 14585.47%
77,833 $4.45 Million
Q4 2024

Jan 16, 2025
BUY
$57.53 - $60.83 $30,490 - $32,239
530 New
530 $31,000

Others Institutions Holding JEPI

# of Institutions
1,435
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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