Moss Adams Wealth Advisors LLC J P Morgan Exchange Traded Fd Transaction History

Moss Adams Wealth Advisors LLC

$1.1 Trillion
Q2 2025

A detailed history of Moss Adams Wealth Advisors LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Moss Adams Wealth Advisors LLC holds 8,402 shares of JEPI stock, worth $481,602. This represents 0.04% of its overall portfolio holdings.

Number of Shares

8,402

Previous 9,410 10.71%

Holding current value

$481,602

Previous $538 Million 11.17%

% of portfolio

0.04%

Previous 0.06%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	SELL	$51.14 - $57.0 $51,549 - $57,456	-1,008 Reduced 10.71%	8,402 $478 Million
Q1 2025 Apr 14, 2025	SELL	$56.17 - $59.71 $51,002 - $54,216	-908 Reduced 8.8%	9,410 $538 Million
Q4 2024 Jan 15, 2025	SELL	$57.53 - $60.83 $1,668 - $1,764	-29 Reduced 0.28%	10,318 $598 Million
Q3 2024 Oct 17, 2024	SELL	$54.98 - $59.51 $185,502 - $200,786	-3,374 Reduced 24.59%	10,347 $616 Million
Q2 2024 Jul 23, 2024	SELL	$55.45 - $57.39 $2.48 Million - $2.57 Million	-44,757 Reduced 76.54%	13,721 $778 Million
Q1 2024 May 07, 2024	SELL	$54.75 - $57.86 $48.8 Million - $51.6 Million	-891,804 Reduced 93.85%	58,478 $3.38 Billion
Q4 2023 Feb 06, 2024	BUY	$51.51 - $55.33 $747,152 - $802,561	14,505 Added 1.55%	950,282 $52.5 Billion
Q3 2023 Dec 20, 2023	BUY	$53.5 - $55.92 $1.16 Million - $1.21 Million	21,695 Added 2.37%	935,777 $50.1 Billion
Q2 2023 Dec 20, 2023	BUY	$53.85 - $55.4 $1.98 Million - $2.04 Million	36,860 Added 4.2%	914,082 $50.6 Billion
Q1 2023 Dec 20, 2023	BUY	$52.13 - $55.7 $45.7 Million - $48.9 Million	877,222 New	877,222 $47.9 Billion

Others Institutions Holding JEPI

# of Institutions

1,387

Shares Held

732M

Call Options Held

511K

Put Options Held

363K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

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Moss Adams Wealth Advisors LLC J P Morgan Exchange Traded Fd Transaction History