1 North Wealth Services LLC J P Morgan Exchange Traded Fd Transaction History

1 North Wealth Services LLC

  • $216 Billion
  • Q1 2025

A detailed history of 1 North Wealth Services LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, 1 North Wealth Services LLC holds 258,319 shares of JEPI stock, worth $14.2 Million. This represents 6.83% of its overall portfolio holdings.

Number of Shares
258,319
Previous 246,403 4.84%
Holding current value
$14.2 Million
Previous $14.2 Billion 4.13%
% of portfolio
6.83%
Previous 6.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$56.17 - $59.71 $669,321 - $711,504
11,916 Added 4.84%
258,319 $14.8 Billion
Q4 2024

Feb 12, 2025
BUY
$57.53 - $60.83 $14.2 Million - $15 Million
246,403 New
246,403 $14.2 Billion

Others Institutions Holding JEPI

# of Institutions
1,364
Shares Held
333M
Call Options Held
511K
Put Options Held
363K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track 1 North Wealth Services LLC Portfolio

Follow 1 North Wealth Services LLC 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 1 North Wealth Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on 1 North Wealth Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email