Axis Wealth Partners, LLC J P Morgan Exchange Traded Fd Transaction History

Axis Wealth Partners, LLC

  • $135 Billion
  • Q1 2025

A detailed history of Axis Wealth Partners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 6,561 shares of JEPI stock, worth $368,006. This represents 0.28% of its overall portfolio holdings.

Number of Shares
6,561
Previous 5,790 13.32%
Holding current value
$368,006
Previous $333 Million 12.54%
% of portfolio
0.28%
Previous 0.28%

Shares

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

Apr 28, 2025
BUY
$56.17 - $59.71 $43,307 - $46,036
771 Added 13.32%
6,561 $375 Million
Q4 2024

Feb 07, 2025
BUY
$57.53 - $60.83 $333,098 - $352,205
5,790 New
5,790 $333 Million

Others Institutions Holding JEPI

# of Institutions
1,368
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
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