Brady Martz Wealth Solutions, LLC J P Morgan Exchange Traded Fd Transaction History

Brady Martz Wealth Solutions, LLC

  • $551 Billion
  • Q3 2025

A detailed history of Brady Martz Wealth Solutions, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Brady Martz Wealth Solutions, LLC holds 136,840 shares of JEPI stock, worth $7.76 Million. This represents 1.42% of its overall portfolio holdings.

Number of Shares
136,840
Previous 136,431 0.3%
Holding current value
$7.76 Million
Previous $7.76 Billion 0.74%
% of portfolio
1.42%
Previous 1.5%

Shares

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

Oct 15, 2025
BUY
$55.61 - $57.37 $22,744 - $23,464
409 Added 0.3%
136,840 $7.81 Billion
Q2 2025

Jul 14, 2025
SELL
$51.14 - $57.0 $146,771 - $163,590
-2,870 Reduced 2.06%
136,431 $7.76 Billion
Q1 2025

Apr 21, 2025
BUY
$56.17 - $59.71 $7,414 - $7,881
132 Added 0.09%
139,301 $7.96 Billion
Q4 2024

Jan 16, 2025
BUY
$57.53 - $60.83 $8.01 Million - $8.47 Million
139,169 New
139,169 $8 Billion

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

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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