Atria Wealth Solutions, Inc. J P Morgan Exchange Traded Fd Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 507,452 shares of JEPI stock, worth $28.4 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

507,452

Previous 1,360,779 62.71%

Holding current value

$28.4 Million

Previous $77.8 Million 62.9%

% of portfolio

0.7%

Previous 0.99%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$51.14 - $57.0 $43.6 Million - $48.6 Million	-853,327 Reduced 62.71%	507,452 $28.8 Million
Q1 2025 May 09, 2025	BUY	$56.17 - $59.71 $5.6 Million - $5.95 Million	99,622 Added 7.9%	1,360,779 $77.8 Million
Q4 2024 Jan 31, 2025	BUY	$57.53 - $60.83 $6.8 Million - $7.19 Million	118,194 Added 10.34%	1,261,157 $72.6 Million
Q3 2024 Nov 08, 2024	BUY	$54.98 - $59.51 $1.18 Million - $1.28 Million	21,442 Added 1.91%	1,142,963 $68 Million
Q2 2024 Jul 22, 2024	BUY	$55.45 - $57.39 $16.2 Million - $16.8 Million	292,802 Added 35.33%	1,121,521 $63.6 Million
Q1 2024 May 13, 2024	BUY	$54.75 - $57.86 $7.24 Million - $7.65 Million	132,289 Added 19.0%	828,719 $47.9 Million
Q4 2023 Feb 02, 2024	BUY	$51.51 - $55.33 $1.13 Million - $1.21 Million	21,947 Added 3.25%	696,430 $38.3 Million
Q3 2023 Nov 08, 2023	BUY	$53.5 - $55.92 $905,327 - $946,278	16,922 Added 2.57%	674,483 $36.1 Million
Q2 2023 Aug 03, 2023	BUY	$53.85 - $55.4 $13.6 Million - $14 Million	252,380 Added 62.29%	657,561 $36.4 Million
Q1 2023 Aug 22, 2023	SELL	$52.13 - $55.7 $6.11 Million - $6.53 Million	-117,301 Reduced 17.84%	540,260 $29.5 Million
Q1 2023 Jun 14, 2023	SELL	$52.13 - $55.7 $7.04 Million - $7.52 Million	-135,079 Reduced 25.0%	405,181 $22.1 Million
Q1 2023 May 10, 2023	BUY	$52.13 - $55.7 $7.04 Million - $7.52 Million	135,079 Added 33.34%	540,260 $29.5 Million
Q4 2022 Aug 30, 2023	SELL	$50.88 - $56.78 $12.8 Million - $14.3 Million	-252,380 Reduced 38.38%	405,181 $22.1 Million
Q4 2022 Feb 13, 2023	BUY	$50.88 - $56.78 $3.64 Million - $4.06 Million	71,511 Added 21.43%	405,181 $22.1 Million
Q3 2022 Feb 13, 2023	SELL	$51.23 - $57.83 $198,772 - $224,380	-3,880 Reduced 1.15%	333,670 $0
Q3 2022 Nov 14, 2022	BUY	$51.23 - $57.83 $4.7 Million - $5.3 Million	91,690 Added 37.29%	337,550 $17.3 Million
Q2 2022 Aug 15, 2022	BUY	$52.86 - $62.23 $4 Million - $4.71 Million	75,648 Added 44.44%	245,860 $13.6 Million
Q1 2022 May 16, 2022	BUY	$58.11 - $63.04 $9.89 Million - $10.7 Million	170,212 New	170,212 $10.5 Million

Others Institutions Holding JEPI

# of Institutions

1,399

Shares Held

746M

Call Options Held

839K

Put Options Held

634K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
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Atria Wealth Solutions, Inc. J P Morgan Exchange Traded Fd Transaction History