Darden Wealth Group Inc J P Morgan Exchange Traded Fd Transaction History

Darden Wealth Group Inc

$174 Million
Q3 2025

A detailed history of Darden Wealth Group Inc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Darden Wealth Group Inc holds 10,950 shares of JEPI stock, worth $621,303. This represents 0.36% of its overall portfolio holdings.

Number of Shares

10,950

Previous 11,750 6.81%

Holding current value

$621,303

Previous $667,000 6.3%

% of portfolio

0.36%

Previous 0.43%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$55.61 - $57.37 $44,488 - $45,896	-800 Reduced 6.81%	10,950 $625,000
Q2 2025 Jul 31, 2025	SELL	$51.14 - $57.0 $127,850 - $142,500	-2,500 Reduced 17.54%	11,750 $667,000
Q1 2025 May 05, 2025	BUY	$56.17 - $59.71 $5,617 - $5,971	100 Added 0.71%	14,250 $814,000
Q4 2024 Feb 13, 2025	BUY	$57.53 - $60.83 $77,665 - $82,120	1,350 Added 10.55%	14,150 $814 Million
Q3 2024 Nov 12, 2024	BUY	$54.98 - $59.51 $200,677 - $217,211	3,650 Added 39.89%	12,800 $762 Million

Q2 2024 Aug 06, 2024	BUY	$55.45 - $57.39 $11,090 - $11,478	200 Added 2.23%	9,150 $519 Million
Q1 2024 May 08, 2024	BUY	$54.75 - $57.86 $19,162 - $20,251	350 Added 4.07%	8,950 $518 Million
Q4 2023 Feb 12, 2024	BUY	$51.51 - $55.33 $442,986 - $475,838	8,600 New	8,600 $477 Million

Others Institutions Holding JEPI

# of Institutions

1,434

Shares Held

333M

Call Options Held

737K

Put Options Held

636K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
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Darden Wealth Group Inc J P Morgan Exchange Traded Fd Transaction History