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

Riverchase Wealth Management, LLC

  • $177 Billion
  • Q3 2025

A detailed history of Riverchase Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Riverchase Wealth Management, LLC holds 8,439 shares of JEPI stock, worth $478,828. This represents 0.27% of its overall portfolio holdings.

Number of Shares
8,439
Previous 8,377 0.74%
Holding current value
$478,828
Previous $476 Million 1.18%
% of portfolio
0.27%
Previous 0.3%

Shares

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

Oct 22, 2025
BUY
$55.61 - $57.37 $3,447 - $3,556
62 Added 0.74%
8,439 $482 Million
Q2 2025

Jul 24, 2025
BUY
$51.14 - $57.0 $233,505 - $260,262
4,566 Added 119.81%
8,377 $476 Million
Q1 2025

May 05, 2025
BUY
$56.17 - $59.71 $3,538 - $3,761
63 Added 1.68%
3,811 $218 Million
Q4 2024

Feb 12, 2025
BUY
$57.53 - $60.83 $215,622 - $227,990
3,748 New
3,748 $216 Million

Others Institutions Holding JEPI

# of Institutions
1,431
Shares Held
333M
Call Options Held
737K
Put Options Held
636K
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 Riverchase Wealth Management, LLC Portfolio

Follow Riverchase 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 Riverchase Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Riverchase Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email