Base Wealth Management LLC J P Morgan Exchange Traded Fd Transaction History

Base Wealth Management LLC

  • $175 Billion
  • Q3 2025

A detailed history of Base Wealth Management LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Base Wealth Management LLC holds 69,679 shares of JEPI stock, worth $3.95 Million. This represents 2.27% of its overall portfolio holdings.

Number of Shares
69,679
Previous 64,555 7.94%
Holding current value
$3.95 Million
Previous $3.67 Billion 8.41%
% of portfolio
2.27%
Previous 2.35%

Shares

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

Oct 20, 2025
BUY
$55.61 - $57.37 $284,945 - $293,963
5,124 Added 7.94%
69,679 $3.98 Billion
Q2 2025

Sep 19, 2025
BUY
$51.14 - $57.0 $813,074 - $906,243
15,899 Added 32.68%
64,555 $3.67 Billion
Q1 2025

Sep 19, 2025
BUY
$56.17 - $59.71 $2.73 Million - $2.91 Million
48,656 New
48,656 $2.78 Billion

Others Institutions Holding JEPI

# of Institutions
1,422
Shares Held
346M
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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