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

Able Wealth Management LLC

  • $266 Billion
  • Q3 2025

A detailed history of Able Wealth Management LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Able Wealth Management LLC holds 5,232 shares of JEPI stock, worth $296,863. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,232
Previous 5,300 1.28%
Holding current value
$296,863
Previous $301 Million 0.85%
% of portfolio
0.11%
Previous 0.15%

Shares

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

Oct 14, 2025
SELL
$55.61 - $57.37 $3,781 - $3,901
-68 Reduced 1.28%
5,232 $299 Million
Q2 2025

Aug 06, 2025
BUY
$51.14 - $57.0 $11,966 - $13,338
234 Added 4.62%
5,300 $301 Million
Q1 2025

Apr 28, 2025
BUY
$56.17 - $59.71 $284,557 - $302,490
5,066 New
5,066 $289 Million
Q4 2023

Feb 20, 2024
BUY
$51.51 - $55.33 $412 - $442
8 New
8 $415,000

Others Institutions Holding JEPI

# of Institutions
1,434
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
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