Atticus Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History

Atticus Wealth Management, LLC

  • $343 Million
  • Q2 2025

A detailed history of Atticus Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 7,711 shares of JEPI stock, worth $441,454. This represents 0.13% of its overall portfolio holdings.

Number of Shares
7,711
Previous 1,325 481.96%
Holding current value
$441,454
Previous $75,000 484.0%
% of portfolio
0.13%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
BUY
$51.14 - $57.0 $326,580 - $364,002
6,386 Added 481.96%
7,711 $438,000
Q1 2025

Apr 22, 2025
BUY
$56.17 - $59.71 $1,348 - $1,433
24 Added 1.84%
1,325 $75,000
Q4 2024

Jan 22, 2025
BUY
$57.53 - $60.83 $1,438 - $1,520
25 Added 1.96%
1,301 $74,000
Q3 2024

Oct 15, 2024
BUY
$54.98 - $59.51 $1,264 - $1,368
23 Added 1.84%
1,276 $75,000
Q2 2024

Jul 17, 2024
BUY
$55.45 - $57.39 $1,219 - $1,262
22 Added 1.79%
1,253 $71,000
Q1 2024

Apr 17, 2024
BUY
$54.75 - $57.86 $1,259 - $1,330
23 Added 1.9%
1,231 $71,000
Q4 2023

Jan 17, 2024
BUY
$51.51 - $55.33 $1,287 - $1,383
25 Added 2.11%
1,208 $66,000
Q3 2023

Nov 15, 2023
BUY
$53.5 - $55.92 $1,123 - $1,174
21 Added 1.81%
1,183 $63,000
Q2 2023

Jul 20, 2023
BUY
$53.85 - $55.4 $1,400 - $1,440
26 Added 2.29%
1,162 $64,000
Q1 2023

Apr 17, 2023
BUY
$52.13 - $55.7 $59,219 - $63,275
1,136 New
1,136 $62,000

Others Institutions Holding JEPI

# of Institutions
1,402
Shares Held
748M
Call Options Held
839K
Put Options Held
634K
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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