4 Wealth Advisors, Inc. J P Morgan Exchange Traded Fd Transaction History

4 Wealth Advisors, Inc.

  • $91.8 Billion
  • Q1 2025

A detailed history of 4 Wealth Advisors, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, 4 Wealth Advisors, Inc. holds 66,400 shares of JEPI stock, worth $3.72 Million. This represents 4.13% of its overall portfolio holdings.

Number of Shares
66,400
Previous 62,551 6.15%
Holding current value
$3.72 Million
Previous $3.6 Billion 5.43%
% of portfolio
4.13%
Previous 3.6%

Shares

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

May 05, 2025
BUY
$56.17 - $59.71 $216,198 - $229,823
3,849 Added 6.15%
66,400 $3.79 Billion
Q4 2024

Feb 14, 2025
BUY
$57.53 - $60.83 $3.6 Million - $3.8 Million
62,551 New
62,551 $3.6 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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