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

Darden Wealth Group Inc

$155 Million
Q2 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 11,750 shares of JEPI stock, worth $669,397. This represents 0.43% of its overall portfolio holdings.

Number of Shares

11,750

Previous 14,250 17.54%

Holding current value

$669,397

Previous $814,000 18.06%

% of portfolio

0.43%

Previous 0.66%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,400

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Darden Wealth Group Inc, based on Form 13F filings with the SEC.

News

Stay updated on Darden Wealth Group Inc with notifications on news.

Account

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