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

1,371

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversify Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Wealth Management, LLC with notifications on news.

Account

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