Centurion Wealth Management LLC J P Morgan Exchange Traded Fd Transaction History

Centurion Wealth Management LLC

  • $349 Billion
  • Q2 2025

A detailed history of Centurion Wealth Management LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Centurion Wealth Management LLC holds 247,901 shares of JEPI stock, worth $14.1 Million. This represents 4.04% of its overall portfolio holdings.

Number of Shares
247,901
Previous 217,116 14.18%
Holding current value
$14.1 Million
Previous $12.5 Billion 12.82%
% of portfolio
4.04%
Previous 3.91%

Shares

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

Jul 07, 2025
BUY
$51.14 - $57.0 $1.57 Million - $1.75 Million
30,785 Added 14.18%
247,901 $14.1 Billion
Q4 2024

Feb 10, 2025
SELL
$57.53 - $60.83 $985,028 - $1.04 Million
-17,122 Reduced 7.31%
217,116 $12.5 Billion
Q3 2024

Nov 07, 2024
BUY
$54.98 - $59.51 $1.49 Million - $1.61 Million
27,055 Added 13.06%
234,238 $13.9 Billion
Q1 2024

Apr 29, 2024
BUY
$54.75 - $57.86 $1.15 Million - $1.22 Million
21,046 Added 11.31%
207,183 $12 Billion
Q4 2023

Jan 24, 2024
BUY
$51.51 - $55.33 $1.82 Million - $1.96 Million
35,403 Added 23.49%
186,137 $10.2 Billion
Q3 2023

Oct 31, 2023
BUY
$53.5 - $55.92 $542,115 - $566,637
10,133 Added 7.21%
150,734 $8.07 Billion
Q2 2023

Jul 21, 2023
BUY
$53.85 - $55.4 $802,203 - $825,293
14,897 Added 11.85%
140,601 $7.78 Billion
Q1 2023

May 10, 2023
BUY
$52.13 - $55.7 $1.31 Million - $1.4 Million
25,130 Added 24.99%
125,704 $6.86 Billion
Q4 2022

Feb 23, 2023
BUY
$50.88 - $56.78 $1.99 Million - $2.22 Million
39,155 Added 63.75%
100,574 $5.48 Billion
Q4 2022

Feb 02, 2023
BUY
$50.88 - $56.78 $3.12 Million - $3.49 Million
61,419 New
61,419 $3.35 Billion

Others Institutions Holding JEPI

# of Institutions
1,387
Shares Held
732M
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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