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

Campbell Deegan Wealth Management, LLC

  • $102 Billion
  • Q2 2025

A detailed history of Campbell Deegan Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Campbell Deegan Wealth Management, LLC holds 71,354 shares of JEPI stock, worth $4.04 Million. This represents 3.99% of its overall portfolio holdings.

Number of Shares
71,354
Previous 40,502 76.17%
Holding current value
$4.04 Million
Previous $2.31 Billion 75.28%
% of portfolio
3.99%
Previous 2.66%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
$51.14 - $57.0 $1.58 Million - $1.76 Million
30,852 Added 76.17%
71,354 $4.06 Billion
Q1 2025

May 12, 2025
BUY
$56.17 - $59.71 $1.01 Million - $1.07 Million
17,898 Added 79.18%
40,502 $2.31 Billion
Q4 2024

Mar 11, 2025
BUY
$57.53 - $60.83 $1.3 Million - $1.38 Million
22,604 New
22,604 $1.3 Billion

Others Institutions Holding JEPI

# of Institutions
1,398
Shares Held
346M
Call Options Held
839K
Put Options Held
634K
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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