Cornerstone Wealth Group, LLC J P Morgan Exchange Traded Fd Transaction History

Cornerstone Wealth Group, LLC

  • $1.35 Billion
  • Q2 2025

A detailed history of Cornerstone Wealth Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Cornerstone Wealth Group, LLC holds 99,057 shares of JEPI stock, worth $5.61 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
99,057
Previous 101,205 2.12%
Holding current value
$5.61 Million
Previous $5.78 Million 2.61%
% of portfolio
0.42%
Previous 0.48%

Shares

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

Jul 28, 2025
SELL
$51.14 - $57.0 $109,848 - $122,436
-2,148 Reduced 2.12%
99,057 $5.63 Million
Q1 2025

Apr 23, 2025
BUY
$56.17 - $59.71 $1.39 Million - $1.48 Million
24,783 Added 32.43%
101,205 $5.78 Million
Q4 2024

Jan 22, 2025
BUY
$57.53 - $60.83 $75,536 - $79,869
1,313 Added 1.75%
76,422 $4.4 Million
Q3 2024

Oct 25, 2024
BUY
$54.98 - $59.51 $67,900 - $73,494
1,235 Added 1.67%
75,109 $4.47 Million
Q2 2024

Jul 24, 2024
BUY
$55.45 - $57.39 $90,438 - $93,603
1,631 Added 2.26%
73,874 $4.19 Million
Q1 2024

Apr 17, 2024
BUY
$54.75 - $57.86 $124,063 - $131,110
2,266 Added 3.24%
72,243 $4.18 Million
Q4 2023

Jan 29, 2024
SELL
$51.51 - $55.33 $370,150 - $397,601
-7,186 Reduced 9.31%
69,977 $3.85 Million
Q3 2023

Oct 18, 2023
BUY
$53.5 - $55.92 $39,269 - $41,045
734 Added 0.96%
77,163 $4.13 Million
Q2 2023

Aug 02, 2023
BUY
$53.85 - $55.4 $165,211 - $169,967
3,068 Added 4.18%
76,429 $4.23 Million
Q1 2023

Apr 25, 2023
BUY
$52.13 - $55.7 $709,958 - $758,578
13,619 Added 22.8%
73,361 $4.01 Million
Q4 2022

Jan 25, 2023
BUY
$50.88 - $56.78 $3.04 Million - $3.39 Million
59,742 New
59,742 $0

Others Institutions Holding JEPI

# of Institutions
1,421
Shares Held
345M
Call Options Held
839K
Put Options Held
640K
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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