Ergawealth Advisors, Inc. J P Morgan Exchange Traded Fd Transaction History

Ergawealth Advisors, Inc.

$215 Billion
Q3 2025

A detailed history of Ergawealth Advisors, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Ergawealth Advisors, Inc. holds 183,106 shares of JEPI stock, worth $10.4 Million. This represents 4.87% of its overall portfolio holdings.

Number of Shares

183,106

Previous 267,949 31.66%

Holding current value

$10.4 Million

Previous $15.2 Billion 31.36%

% of portfolio

4.87%

Previous 6.85%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	SELL	$55.61 - $57.37 $4.72 Million - $4.87 Million	-84,843 Reduced 31.66%	183,106 $10.5 Billion
Q2 2025 Jul 22, 2025	SELL	$51.14 - $57.0 $775,486 - $864,348	-15,164 Reduced 5.36%	267,949 $15.2 Billion
Q1 2025 Apr 22, 2025	SELL	$56.17 - $59.71 $829,237 - $881,498	-14,763 Reduced 4.96%	283,113 $16.2 Billion
Q4 2024 Feb 05, 2025	SELL	$57.53 - $60.83 $516,216 - $545,827	-8,973 Reduced 2.92%	297,876 $17.1 Billion
Q3 2024 Oct 23, 2024	SELL	$54.98 - $59.51 $2.01 Million - $2.18 Million	-36,591 Reduced 10.65%	306,849 $18.3 Billion
Q2 2024 Jul 19, 2024	SELL	$55.45 - $57.39 $4.7 Million - $4.86 Million	-84,767 Reduced 19.8%	343,440 $19.5 Billion
Q1 2024 Apr 29, 2024	SELL	$54.75 - $57.86 $3.48 Million - $3.68 Million	-63,564 Reduced 12.93%	428,207 $24.8 Billion
Q4 2023 Jan 30, 2024	SELL	$51.51 - $55.33 $5.65 Million - $6.07 Million	-109,640 Reduced 18.23%	491,771 $27 Billion
Q3 2023 Oct 30, 2023	SELL	$53.5 - $55.92 $688,117 - $719,243	-12,862 Reduced 2.09%	601,411 $32.2 Billion
Q2 2023 Jul 17, 2023	BUY	$53.85 - $55.4 $6.66 Million - $6.86 Million	123,751 Added 25.23%	614,273 $34 Billion
Q1 2023 May 02, 2023	BUY	$52.13 - $55.7 $5.03 Million - $5.37 Million	96,434 Added 24.47%	490,522 $26.8 Billion
Q4 2022 Apr 14, 2023	BUY	$50.88 - $56.78 $20.1 Million - $22.4 Million	394,088 New	394,088 $21.5 Billion

Others Institutions Holding JEPI

# of Institutions

1,423

Shares Held

345M

Call Options Held

839K

Put Options Held

640K

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 Ergawealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ergawealth Advisors, Inc. with notifications on news.

Account

Ergawealth Advisors, Inc. J P Morgan Exchange Traded Fd Transaction History