Balboa Wealth Partners J P Morgan Exchange Traded Fd Transaction History

Balboa Wealth Partners

  • $476 Million
  • Q2 2025

A detailed history of Balboa Wealth Partners transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Balboa Wealth Partners holds 13,828 shares of JEPI stock, worth $775,197. This represents 0.17% of its overall portfolio holdings.

Number of Shares
13,828
Previous 12,377 11.72%
Holding current value
$775,197
Previous $707,000 11.17%
% of portfolio
0.17%
Previous 0.18%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
BUY
$51.14 - $57.0 $74,204 - $82,707
1,451 Added 11.72%
13,828 $786,000
Q1 2025

Apr 23, 2025
BUY
$56.17 - $59.71 $139,020 - $147,782
2,475 Added 24.99%
12,377 $707,000
Q4 2024

Feb 10, 2025
SELL
$57.53 - $60.83 $2.41 Million - $2.55 Million
-41,950 Reduced 80.9%
9,902 $569,000
Q3 2024

Nov 06, 2024
SELL
$54.98 - $59.51 $34,637 - $37,491
-630 Reduced 1.2%
51,852 $3.09 Million
Q2 2024

Aug 13, 2024
BUY
$55.45 - $57.39 $291,888 - $302,100
5,264 Added 11.15%
52,482 $2.97 Million
Q1 2024

May 13, 2024
BUY
$54.75 - $57.86 $167,644 - $177,167
3,062 Added 6.93%
47,218 $2.73 Million
Q4 2023

Feb 09, 2024
BUY
$51.51 - $55.33 $34,305 - $36,849
666 Added 1.53%
44,156 $2.43 Million
Q3 2023

Oct 23, 2023
BUY
$53.5 - $55.92 $192,332 - $201,032
3,595 Added 9.01%
43,490 $2.33 Million
Q2 2023

Aug 08, 2023
BUY
$53.85 - $55.4 $99,084 - $101,936
1,840 Added 4.84%
39,895 $2.21 Million
Q1 2023

May 11, 2023
BUY
$52.13 - $55.7 $61,513 - $65,726
1,180 Added 3.2%
38,055 $2.08 Million
Q4 2022

Feb 14, 2023
BUY
$50.88 - $56.78 $244,834 - $273,225
4,812 Added 15.01%
36,875 $2.01 Million
Q3 2022

Jan 04, 2023
BUY
$51.23 - $57.83 $1.64 Million - $1.85 Million
32,063 New
32,063 $1.64 Million

Others Institutions Holding JEPI

# of Institutions
1,392
Shares Held
744M
Call Options Held
818K
Put Options Held
642K
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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