Blue Rock Wealth Management LLC J P Morgan Exchange Traded Fd Transaction History

Blue Rock Wealth Management LLC

  • $118 Billion
  • Q1 2025

A detailed history of Blue Rock Wealth Management LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Blue Rock Wealth Management LLC holds 46,332 shares of JEPI stock, worth $2.59 Million. This represents 2.24% of its overall portfolio holdings.

Number of Shares
46,332
Previous 38,476 20.42%
Holding current value
$2.59 Million
Previous $2.21 Billion 19.6%
% of portfolio
2.24%
Previous 2.33%

Shares

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

May 20, 2025
BUY
$56.17 - $59.71 $441,271 - $469,081
7,856 Added 20.42%
46,332 $2.65 Billion
Q4 2024

Feb 14, 2025
BUY
$57.53 - $60.83 $2.21 Million - $2.34 Million
38,476 New
38,476 $2.21 Billion

Others Institutions Holding JEPI

# of Institutions
1,367
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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