Falcon Wealth Planning J P Morgan Exchange Traded Fd Transaction History

Falcon Wealth Planning

  • $889 Million
  • Q2 2025

A detailed history of Falcon Wealth Planning transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Falcon Wealth Planning holds 13,726 shares of JEPI stock, worth $769,479. This represents 0.09% of its overall portfolio holdings.

Number of Shares
13,726
Previous 8,754 56.8%
Holding current value
$769,479
Previous $500,000 56.0%
% of portfolio
0.09%
Previous 0.06%

Shares

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

Jul 16, 2025
BUY
$51.14 - $57.0 $254,268 - $283,404
4,972 Added 56.8%
13,726 $780,000
Q1 2025

Apr 24, 2025
BUY
$56.17 - $59.71 $491,712 - $522,701
8,754 New
8,754 $500,000

Others Institutions Holding JEPI

# of Institutions
1,389
Shares Held
737M
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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