Adg Wealth Management Group, LLC J P Morgan Exchange Traded Fd Transaction History

Adg Wealth Management Group, LLC

  • $106 Billion
  • Q1 2025

A detailed history of Adg Wealth Management Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Adg Wealth Management Group, LLC holds 174,994 shares of JEPI stock, worth $9.82 Million. This represents 9.43% of its overall portfolio holdings.

Number of Shares
174,994
Previous 163,039 7.33%
Holding current value
$9.82 Million
Previous $9.38 Billion 6.6%
% of portfolio
9.43%
Previous 8.33%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025
BUY
$56.17 - $59.71 $671,512 - $713,833
11,955 Added 7.33%
174,994 $10 Billion
Q4 2024

Feb 05, 2025
BUY
$57.53 - $60.83 $9.38 Million - $9.92 Million
163,039 New
163,039 $9.38 Billion

Others Institutions Holding JEPI

# of Institutions
1,369
Shares Held
334M
Call Options Held
511K
Put Options Held
363K
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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