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

Bcgm Wealth Management, LLC

$322 Million
Q2 2025

A detailed history of Bcgm Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Bcgm Wealth Management, LLC holds 24,929 shares of JEPI stock, worth $1.41 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

24,929

Previous 24,084 3.51%

Holding current value

$1.41 Million

Previous $1.38 Million 2.98%

% of portfolio

0.44%

Previous 0.46%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	BUY	$51.14 - $57.0 $43,213 - $48,165	845 Added 3.51%	24,929 $1.42 Million
Q1 2025 May 08, 2025	SELL	$56.17 - $59.71 $13,873 - $14,748	-247 Reduced 1.02%	24,084 $1.38 Million
Q4 2024 Feb 04, 2025	BUY	$57.53 - $60.83 $52,179 - $55,172	907 Added 3.87%	24,331 $1.4 Million
Q3 2024 Nov 06, 2024	SELL	$54.98 - $59.51 $38,211 - $41,359	-695 Reduced 2.88%	23,424 $1.39 Million
Q2 2024 Jul 30, 2024	SELL	$55.45 - $57.39 $35,987 - $37,246	-649 Reduced 2.62%	24,119 $1.37 Million
Q1 2024 May 07, 2024	BUY	$54.75 - $57.86 $2,518 - $2,661	46 Added 0.19%	24,768 $1.43 Million
Q4 2023 Feb 08, 2024	SELL	$51.51 - $55.33 $1.88 Million - $2.02 Million	-36,472 Reduced 59.6%	24,722 $1.36 Million
Q3 2023 Nov 08, 2023	SELL	$53.5 - $55.92 $372,841 - $389,706	-6,969 Reduced 10.22%	61,194 $3.28 Million
Q2 2023 Aug 07, 2023	SELL	$53.85 - $55.4 $516,313 - $531,175	-9,588 Reduced 12.33%	68,163 $3.77 Million
Q1 2023 May 02, 2023	BUY	$52.13 - $55.7 $3.65 Million - $3.9 Million	69,936 Added 894.89%	77,751 $4.25 Million
Q4 2022 Feb 07, 2023	BUY	$50.88 - $56.78 $74,742 - $83,409	1,469 Added 23.15%	7,815 $425,000
Q3 2022 Nov 03, 2022	BUY	$51.23 - $57.83 $325,105 - $366,989	6,346 New	6,346 $339,000

Others Institutions Holding JEPI

# of Institutions

1,419

Shares Held

345M

Call Options Held

839K

Put Options Held

640K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

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