Bartlett & Co. Wealth Management LLC J P Morgan Exchange Traded Fd Transaction History

Bartlett & Co. Wealth Management LLC

  • $7.16 Trillion
  • Q2 2025

A detailed history of Bartlett & Co. Wealth Management LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 448 shares of JEPI stock, worth $25,648. This represents 0.0% of its overall portfolio holdings.

Number of Shares
448
Holding current value
$25,648
% of portfolio
0.0%

Shares

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

Jul 18, 2025
BUY
$51.14 - $57.0 $22,910 - $25,536
448 New
448 $25.5 Million
Q4 2023

Feb 14, 2024
BUY
$51.51 - $55.33 $12,362 - $13,279
240 New
240 $13.3 Million

Others Institutions Holding JEPI

# of Institutions
1,403
Shares Held
748M
Call Options Held
839K
Put Options Held
634K
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 Bartlett & Co. Wealth Management LLC Portfolio

Follow Bartlett & Co. Wealth Management 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 Bartlett & Co. Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bartlett & Co. Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email