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

4 Wealth Advisors, Inc.

$112 Billion
Q3 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 77,111 shares of JEPI stock, worth $4.37 Million. This represents 3.93% of its overall portfolio holdings.

Number of Shares

77,111

Previous 66,746 15.53%

Holding current value

$4.37 Million

Previous $3.79 Billion 16.04%

% of portfolio

3.93%

Previous 3.85%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$55.61 - $57.37 $576,397 - $594,640	10,365 Added 15.53%	77,111 $4.4 Billion
Q2 2025 Aug 04, 2025	BUY	$51.14 - $57.0 $17,694 - $19,722	346 Added 0.52%	66,746 $3.79 Billion
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

1,423

Shares Held

346M

Call Options Held

839K

Put Options Held

640K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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