A detailed history of Code Waechter LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Code Waechter LLC holds 21,235 shares of JEPI stock, worth $1.2 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
21,235
Previous 22,156 4.16%
Holding current value
$1.2 Million
Previous $1.26 Million 3.73%
% of portfolio
0.79%
Previous 0.9%

Shares

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

Oct 22, 2025

SELL
$55.61 - $57.37 $51,216 - $52,837
-921 Reduced 4.16%
21,235 $1.21 Million
Q2 2025

Aug 05, 2025

BUY
$51.14 - $57.0 $592,610 - $660,516
11,588 Added 109.65%
22,156 $1.26 Million
Q1 2025

Apr 30, 2025

BUY
$56.17 - $59.71 $593,604 - $631,015
10,568 New
10,568 $604,000

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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