New Insight Wealth Advisors J P Morgan Exchange Traded Fd Transaction History

New Insight Wealth Advisors

  • $266 Billion
  • Q3 2025

A detailed history of New Insight Wealth Advisors transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, New Insight Wealth Advisors holds 6,002 shares of JEPI stock, worth $339,893. This represents 0.13% of its overall portfolio holdings.

Number of Shares
6,002
Previous 4,567 31.42%
Holding current value
$339,893
Previous $260 Million 32.0%
% of portfolio
0.13%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
BUY
$55.61 - $57.37 $79,800 - $82,325
1,435 Added 31.42%
6,002 $343 Million
Q2 2025

Jul 16, 2025
BUY
$51.14 - $57.0 $233,556 - $260,319
4,567 New
4,567 $260 Million

Others Institutions Holding JEPI

# of Institutions
1,416
Shares Held
345M
Call Options Held
839K
Put Options Held
640K
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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