Aspen Wealth Strategies, LLC J P Morgan Exchange Traded Fd Transaction History

Aspen Wealth Strategies, LLC

  • $153 Billion
  • Q1 2025

A detailed history of Aspen Wealth Strategies, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Aspen Wealth Strategies, LLC holds 3,947 shares of JEPI stock, worth $220,045. This represents 0.15% of its overall portfolio holdings.

Number of Shares
3,947
Previous 7,129 44.63%
Holding current value
$220,045
Previous $410 Million 45.01%
% of portfolio
0.15%
Previous 0.26%

Shares

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

Apr 30, 2025
SELL
$56.17 - $59.71 $178,732 - $189,997
-3,182 Reduced 44.63%
3,947 $226 Million
Q4 2024

Feb 10, 2025
BUY
$57.53 - $60.83 $194,048 - $205,179
3,373 Added 89.8%
7,129 $410 Million
Q3 2024

Oct 28, 2024
SELL
$54.98 - $59.51 $12,480 - $13,508
-227 Reduced 5.7%
3,756 $224 Million
Q2 2024

Jul 19, 2024
SELL
$55.45 - $57.39 $170,009 - $175,957
-3,066 Reduced 43.5%
3,983 $228 Million
Q1 2024

May 13, 2024
BUY
$54.75 - $57.86 $128,717 - $136,028
2,351 Added 50.04%
7,049 $408 Million
Q4 2023

Jan 30, 2024
BUY
$51.51 - $55.33 $17,564 - $18,867
341 Added 7.83%
4,698 $258 Million
Q3 2023

Nov 01, 2023
BUY
$53.5 - $55.92 $233,099 - $243,643
4,357 New
4,357 $233 Million
Q1 2023

May 11, 2023
BUY
$52.13 - $55.7 $231,040 - $246,862
4,432 New
4,432 $242 Million
Q4 2022

May 15, 2023
SELL
$50.88 - $56.78 $5,851 - $6,529
-115 Reduced 2.59%
4,317 $235 Million

Others Institutions Holding JEPI

# of Institutions
1,372
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
Track This Portfolio

Track Aspen Wealth Strategies, LLC Portfolio

Follow Aspen Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aspen Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aspen Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email