5 T Wealth, LLC J P Morgan Exchange Traded Fd Transaction History

5 T Wealth, LLC

  • $229 Billion
  • Q3 2025

A detailed history of 5 T Wealth, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, 5 T Wealth, LLC holds 48,537 shares of JEPI stock, worth $2.75 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares
48,537
Previous 38,280 26.79%
Holding current value
$2.75 Million
Previous $2.18 Billion 27.36%
% of portfolio
1.21%
Previous 1.03%

Shares

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

Oct 17, 2025
BUY
$55.61 - $57.37 $570,391 - $588,444
10,257 Added 26.79%
48,537 $2.77 Billion
Q2 2025

Aug 05, 2025
BUY
$51.14 - $57.0 $153,420 - $171,000
3,000 Added 8.5%
38,280 $2.18 Billion
Q1 2025

Apr 22, 2025
BUY
$56.17 - $59.71 $38,588 - $41,020
687 Added 1.99%
35,280 $2.02 Billion
Q4 2024

Jan 31, 2025
BUY
$57.53 - $60.83 $1.99 Million - $2.1 Million
34,593 New
34,593 $1.99 Billion

Others Institutions Holding JEPI

# of Institutions
1,421
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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