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

Drive Wealth Management, LLC

  • $436 Million
  • Q3 2025

A detailed history of Drive Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Drive Wealth Management, LLC holds 15,272 shares of JEPI stock, worth $866,533. This represents 0.2% of its overall portfolio holdings.

Number of Shares
15,272
Previous 31,436 51.42%
Holding current value
$866,533
Previous $1.79 Million 51.2%
% of portfolio
0.2%
Previous 0.41%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
SELL
$55.61 - $57.37 $898,880 - $927,328
-16,164 Reduced 51.42%
15,272 $872,000
Q2 2025

Jul 29, 2025
BUY
$51.14 - $57.0 $191,826 - $213,807
3,751 Added 13.55%
31,436 $1.79 Million
Q1 2025

May 06, 2025
BUY
$56.17 - $59.71 $228,611 - $243,019
4,070 Added 17.23%
27,685 $1.58 Million
Q4 2024

Jan 21, 2025
BUY
$57.53 - $60.83 $212,055 - $224,219
3,686 Added 18.5%
23,615 $1.36 Million
Q3 2024

Nov 07, 2024
BUY
$54.98 - $59.51 $1.1 Million - $1.19 Million
19,929 New
19,929 $1.19 Million

Others Institutions Holding JEPI

# of Institutions
1,433
Shares Held
333M
Call Options Held
737K
Put Options Held
636K
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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