Future Financial Wealth Managment LLC J P Morgan Exchange Traded Fd Transaction History

Future Financial Wealth Managment LLC

$157 Million
Q3 2025

A detailed history of Future Financial Wealth Managment LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Future Financial Wealth Managment LLC holds 1,682 shares of JEPI stock, worth $95,436. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,682

Previous 1,000 68.2%

Holding current value

$95,436

Previous $56,000 71.43%

% of portfolio

0.06%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$55.61 - $57.37 $37,926 - $39,126	682 Added 68.2%	1,682 $96,000
Q2 2025 Jul 21, 2025	SELL	$51.14 - $57.0 $499,791 - $557,061	-9,773 Reduced 90.72%	1,000 $56,000
Q1 2025 Apr 09, 2025	BUY	$56.17 - $59.71 $6,403 - $6,806	114 Added 1.07%	10,773 $610,000
Q4 2024 Jan 13, 2025	SELL	$57.53 - $60.83 $3,279 - $3,467	-57 Reduced 0.53%	10,659 $613,000
Q3 2024 Oct 08, 2024	BUY	$54.98 - $59.51 $27,380 - $29,635	498 Added 4.87%	10,716 $637,000

Q2 2024 Jul 16, 2024	BUY	$55.45 - $57.39 $300,261 - $310,766	5,415 Added 112.74%	10,218 $579,000
Q1 2024 Apr 15, 2024	BUY	$54.75 - $57.86 $262,964 - $277,901	4,803 New	4,803 $277,000

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

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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Future Financial Wealth Managment LLC J P Morgan Exchange Traded Fd Transaction History