Omni 360 Wealth, Inc. J P Morgan Exchange Traded Fd Transaction History

Omni 360 Wealth, Inc.

$203 Billion
Q2 2025

A detailed history of Omni 360 Wealth, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Omni 360 Wealth, Inc. holds 19,302 shares of JEPI stock, worth $1.11 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

19,302

Previous 18,646 3.52%

Holding current value

$1.11 Million

Previous $1.07 Billion 2.99%

% of portfolio

0.54%

Previous 0.62%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 07, 2025	BUY	$51.14 - $57.0 $33,547 - $37,392	656 Added 3.52%	19,302 $1.1 Billion
Q1 2025 Apr 30, 2025	BUY	$56.17 - $59.71 $24,096 - $25,615	429 Added 2.35%	18,646 $1.07 Billion
Q4 2024 Feb 14, 2025	SELL	$57.53 - $60.83 $89,861 - $95,016	-1,562 Reduced 7.9%	18,217 $1.05 Billion
Q3 2024 Oct 24, 2024	BUY	$54.98 - $59.51 $22,211 - $24,042	404 Added 2.09%	19,779 $1.18 Billion
Q2 2024 Jul 19, 2024	BUY	$55.45 - $57.39 $51,790 - $53,602	934 Added 5.06%	19,375 $1.1 Billion
Q1 2024 Apr 19, 2024	SELL	$54.75 - $57.86 $111,635 - $117,976	-2,039 Reduced 9.96%	18,441 $1.07 Billion
Q4 2023 Feb 08, 2024	BUY	$51.51 - $55.33 $1.05 Million - $1.13 Million	20,480 New	20,480 $1.13 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

More about JEPI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Omni 360 Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Omni 360 Wealth, Inc. with notifications on news.

Account

Omni 360 Wealth, Inc. J P Morgan Exchange Traded Fd Transaction History