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

Axis Wealth Partners, LLC

  • $171 Billion
  • Q3 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 15,006 shares of JEPI stock, worth $849,789. This represents 0.5% of its overall portfolio holdings.

Number of Shares
15,006
Previous 13,142 14.18%
Holding current value
$849,789
Previous $747 Million 14.68%
% of portfolio
0.5%
Previous 0.49%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
BUY
$55.61 - $57.37 $103,657 - $106,937
1,864 Added 14.18%
15,006 $857 Million
Q2 2025

Jul 15, 2025
BUY
$51.14 - $57.0 $336,552 - $375,117
6,581 Added 100.3%
13,142 $747 Million
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
1,421
Shares Held
345M
Call Options Held
839K
Put Options Held
640K
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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