Diversify Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History

Diversify Wealth Management, LLC

$1.35 Trillion
Q1 2025

A detailed history of Diversify Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 46,822 shares of JEPI stock, worth $2.63 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

46,822

Previous 33,559 39.52%

Holding current value

$2.63 Million

Previous $1.91 Billion 35.17%

% of portfolio

0.19%

Previous 0.15%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$56.17 - $59.71 $744,982 - $791,933	13,263 Added 39.52%	46,822 $2.59 Billion
Q4 2024 Jan 16, 2025	BUY	$57.53 - $60.83 $404,608 - $427,817	7,033 Added 26.51%	33,559 $1.91 Billion
Q3 2024 Oct 25, 2024	BUY	$54.98 - $59.51 $643,925 - $696,981	11,712 Added 79.06%	26,526 $1.58 Billion
Q2 2024 Aug 08, 2024	BUY	$55.45 - $57.39 $821,436 - $850,175	14,814 New	14,814 $815 Million

Others Institutions Holding JEPI

# of Institutions

1,369

Shares Held

334M

Call Options Held

511K

Put Options Held

363K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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Diversify Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History