Benchmark Financial Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Benchmark Financial Wealth Advisors, LLC

$329 Million
Q3 2025

A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 19,645 shares of JEPI stock, worth $1.11 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

19,645

Previous 21,910 10.34%

Holding current value

$1.11 Million

Previous $1.25 Million 9.96%

% of portfolio

0.34%

Previous 0.41%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	SELL	$55.61 - $57.37 $125,956 - $129,943	-2,265 Reduced 10.34%	19,645 $1.12 Million
Q2 2025 Aug 05, 2025	SELL	$51.14 - $57.0 $111,382 - $124,146	-2,178 Reduced 9.04%	21,910 $1.25 Million
Q1 2025 Apr 25, 2025	BUY	$56.17 - $59.71 $115,597 - $122,883	2,058 Added 9.34%	24,088 $1.38 Million
Q4 2024 Jan 27, 2025	BUY	$57.53 - $60.83 $199,801 - $211,262	3,473 Added 18.72%	22,030 $1.27 Million
Q3 2024 Oct 30, 2024	BUY	$54.98 - $59.51 $96,434 - $104,380	1,754 Added 10.44%	18,557 $1.1 Million
Q2 2024 Jul 23, 2024	BUY	$55.45 - $57.39 $247,861 - $256,533	4,470 Added 36.24%	16,803 $952,000
Q1 2024 Apr 22, 2024	BUY	$54.75 - $57.86 $387,192 - $409,185	7,072 Added 134.42%	12,333 $713,000
Q4 2023 Jan 23, 2024	BUY	$51.51 - $55.33 $40,538 - $43,544	787 Added 17.59%	5,261 $289,000
Q3 2023 Oct 13, 2023	BUY	$53.5 - $55.92 $239,359 - $250,186	4,474 New	4,474 $239,000

Others Institutions Holding JEPI

# of Institutions

1,431

Shares Held

333M

Call Options Held

737K

Put Options Held

636K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

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Benchmark Financial Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History