Accel Wealth Management J P Morgan Exchange Traded Fd Transaction History

Accel Wealth Management

$268 Million
Q1 2025

A detailed history of Accel Wealth Management transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Accel Wealth Management holds 7,966 shares of JEPI stock, worth $446,812. This represents 0.17% of its overall portfolio holdings.

Number of Shares

7,966

Previous 11,802 32.5%

Holding current value

$446,812

Previous $678,000 33.48%

% of portfolio

0.17%

Previous 0.26%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$56.17 - $59.71 $215,468 - $229,047	-3,836 Reduced 32.5%	7,966 $451,000
Q4 2024 Jan 21, 2025	SELL	$57.53 - $60.83 $103,093 - $109,007	-1,792 Reduced 13.18%	11,802 $678,000
Q3 2024 Oct 15, 2024	SELL	$54.98 - $59.51 $23,696 - $25,648	-431 Reduced 3.07%	13,594 $808,000
Q2 2024 Jul 12, 2024	SELL	$55.45 - $57.39 $108,404 - $112,197	-1,955 Reduced 12.23%	14,025 $794,000
Q1 2024 Apr 19, 2024	SELL	$54.75 - $57.86 $23,761 - $25,111	-434 Reduced 2.64%	15,980 $924,000
Q4 2023 Jan 18, 2024	SELL	$51.51 - $55.33 $32,811 - $35,245	-637 Reduced 3.74%	16,414 $902,000
Q3 2023 Oct 19, 2023	SELL	$53.5 - $55.92 $9,255 - $9,674	-173 Reduced 1.0%	17,051 $913,000
Q2 2023 Jul 24, 2023	SELL	$53.85 - $55.4 $22,832 - $23,489	-424 Reduced 2.4%	17,224 $953,000
Q1 2023 Apr 20, 2023	SELL	$52.13 - $55.7 $625 - $668	-12 Reduced 0.07%	17,648 $963,000
Q4 2022 Jan 26, 2023	SELL	$50.88 - $56.78 $92,754 - $103,509	-1,823 Reduced 9.36%	17,660 $0
Q3 2022 Oct 12, 2022	BUY	$51.23 - $57.83 $20,440 - $23,074	399 Added 2.09%	19,483 $1.03 Million
Q1 2022 Apr 29, 2022	BUY	$58.11 - $63.04 $254,521 - $276,115	4,380 Added 29.79%	19,084 $1.16 Million
Q4 2021 Jan 18, 2022	BUY	$59.34 - $63.61 $872,535 - $935,321	14,704 New	14,704 $929,000

Others Institutions Holding JEPI

# of Institutions

1,368

Shares Held

334M

Call Options Held

511K

Put Options Held

363K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

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Accel Wealth Management J P Morgan Exchange Traded Fd Transaction History