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

Evercore Wealth Management, LLC

  • $6.2 Billion
  • Q2 2025

A detailed history of Evercore Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 14,334 shares of JEPI stock, worth $816,607. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,334
Previous 9,334 53.57%
Holding current value
$816,607
Previous $533,000 52.72%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$51.14 - $57.0 $255,700 - $285,000
5,000 Added 53.57%
14,334 $814,000
Q3 2023

Nov 14, 2023
SELL
$53.5 - $55.92 $53,500 - $55,920
-1,000 Reduced 9.68%
9,334 $499,000
Q1 2023

May 15, 2023
BUY
$52.13 - $55.7 $538,711 - $575,603
10,334 New
10,334 $564,000

Others Institutions Holding JEPI

# of Institutions
1,400
Shares Held
748M
Call Options Held
839K
Put Options Held
634K
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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