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

Canvas Wealth Advisors, LLC

$470 Million
Q2 2025

A detailed history of Canvas Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Canvas Wealth Advisors, LLC holds 8,472 shares of JEPI stock, worth $485,022. This represents 0.1% of its overall portfolio holdings.

Number of Shares

8,472

Previous 7,057 20.05%

Holding current value

$485,022

Previous $403,000 19.35%

% of portfolio

0.1%

Previous 0.1%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	BUY	$51.14 - $57.0 $72,363 - $80,655	1,415 Added 20.05%	8,472 $481,000
Q1 2025 Apr 24, 2025	SELL	$56.17 - $59.71 $30,556 - $32,482	-544 Reduced 7.16%	7,057 $403,000
Q4 2024 Jan 28, 2025	SELL	$57.53 - $60.83 $191,632 - $202,624	-3,331 Reduced 30.47%	7,601 $437,000
Q3 2024 Oct 15, 2024	BUY	$54.98 - $59.51 $40,410 - $43,739	735 Added 7.21%	10,932 $650,000
Q2 2024 Aug 01, 2024	BUY	$55.45 - $57.39 $73,526 - $76,099	1,326 Added 14.95%	10,197 $577,000
Q1 2024 Apr 23, 2024	BUY	$54.75 - $57.86 $485,687 - $513,276	8,871 New	8,871 $513,000

Others Institutions Holding JEPI

# of Institutions

1,403

Shares Held

748M

Call Options Held

839K

Put Options Held

634K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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