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 $216,611. This represents 0.15% of its overall portfolio holdings.

Number of Shares
3,947
Previous 7,129 44.63%
Holding current value
$216,611
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
1,350
Shares Held
312M
Call Options Held
179K
Put Options Held
309K
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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