Empirical Financial Services, LLC D.B.A. Empirical Wealth Management J P Morgan Exchange Traded Fd Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

  • $3.85 Billion
  • Q1 2025

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 3,612 shares of JEPI stock, worth $202,597. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,612
Previous 4,346 16.89%
Holding current value
$202,597
Previous $250,000 17.6%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
SELL
$56.17 - $59.71 $41,228 - $43,827
-734 Reduced 16.89%
3,612 $206,000
Q4 2024

Jan 21, 2025
BUY
$57.53 - $60.83 $250,025 - $264,367
4,346 New
4,346 $250,000
Q2 2023

Aug 11, 2023
BUY
$53.85 - $55.4 $214,915 - $221,101
3,991 New
3,991 $220,000

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

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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