Acorn Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Acorn Wealth Advisors, LLC

$222 Million
Q1 2025

A detailed history of Acorn Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 46,582 shares of JEPI stock, worth $2.67 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares

46,582

Previous 46,468 0.25%

Holding current value

$2.67 Million

Previous $2.67 Million 0.45%

% of portfolio

1.2%

Previous 1.18%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$56.17 - $59.71 $6,403 - $6,806	114 Added 0.25%	46,582 $2.66 Million
Q4 2024 Feb 04, 2025	SELL	$57.53 - $60.83 $46,771 - $49,454	-813 Reduced 1.72%	46,468 $2.67 Million
Q3 2024 Nov 13, 2024	BUY	$54.98 - $59.51 $92,531 - $100,155	1,683 Added 3.69%	47,281 $2.81 Million
Q2 2024 Jul 30, 2024	BUY	$55.45 - $57.39 $19,573 - $20,258	353 Added 0.78%	45,598 $2.58 Million
Q1 2024 Apr 26, 2024	SELL	$54.75 - $57.86 $4,270 - $4,513	-78 Reduced 0.17%	45,245 $2.62 Million
Q4 2023 Feb 07, 2024	SELL	$51.51 - $55.33 $16,431 - $17,650	-319 Reduced 0.7%	45,323 $2.49 Million
Q3 2023 Nov 07, 2023	SELL	$53.5 - $55.92 $184,040 - $192,364	-3,440 Reduced 7.01%	45,642 $2.44 Million
Q2 2023 Aug 02, 2023	BUY	$53.85 - $55.4 $1.13 Million - $1.16 Million	20,898 Added 74.15%	49,082 $2.72 Million
Q1 2023 May 09, 2023	BUY	$52.13 - $55.7 $249,494 - $266,580	4,786 Added 20.45%	28,184 $1.54 Million
Q4 2022 Feb 10, 2023	BUY	$50.88 - $56.78 $1.19 Million - $1.33 Million	23,398 New	23,398 $1.27 Million

Others Institutions Holding JEPI

# of Institutions

1,387

Shares Held

732M

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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Acorn Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History