United Advisor Group, LLC J P Morgan Exchange Traded Fd Transaction History

United Advisor Group, LLC

$689 Million
Q3 2025

A detailed history of United Advisor Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, United Advisor Group, LLC holds 57,322 shares of JEPI stock, worth $3.25 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

57,322

Previous 40,202 42.58%

Holding current value

$3.25 Million

Previous $2.29 Million 43.24%

% of portfolio

0.47%

Previous 0.42%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$55.61 - $57.37 $952,043 - $982,174	17,120 Added 42.58%	57,322 $3.27 Million
Q2 2025 Aug 11, 2025	SELL	$51.14 - $57.0 $65,612 - $73,131	-1,283 Reduced 3.09%	40,202 $2.29 Million
Q1 2025 Apr 21, 2025	SELL	$56.17 - $59.71 $27,804 - $29,556	-495 Reduced 1.18%	41,485 $2.37 Million
Q4 2024 Feb 24, 2025	BUY	$57.53 - $60.83 $842,066 - $890,368	14,637 Added 53.53%	41,980 $2.42 Million
Q3 2024 Oct 30, 2024	BUY	$54.98 - $59.51 $390,577 - $422,759	7,104 Added 35.1%	27,343 $1.63 Million

Q2 2024 Aug 08, 2024	BUY	$55.45 - $57.39 $289,837 - $299,977	5,227 Added 34.82%	20,239 $1.15 Million
Q1 2024 May 14, 2024	BUY	$54.75 - $57.86 $821,907 - $868,594	15,012 New	15,012 $868,000

Others Institutions Holding JEPI

# of Institutions

1,433

Shares Held

333M

Call Options Held

737K

Put Options Held

636K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

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United Advisor Group, LLC J P Morgan Exchange Traded Fd Transaction History