Heck Capital Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Heck Capital Advisors, LLC

$1.16 Trillion
Q2 2025

A detailed history of Heck Capital Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Heck Capital Advisors, LLC holds 3,648 shares of JEPI stock, worth $204,506. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,648

Previous 3,632 0.44%

Holding current value

$204,506

Previous $208 Million 0.07%

% of portfolio

0.02%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$51.14 - $57.0 $818 - $912	16 Added 0.44%	3,648 $207 Million
Q1 2025 May 12, 2025	BUY	$56.17 - $59.71 $204,009 - $216,866	3,632 New	3,632 $208 Million
Q4 2024 May 13, 2025	SELL	$57.53 - $60.83 $29,627 - $31,327	-515 Reduced 14.18%	3,117 $179 Million
Q4 2024 Jan 23, 2025	BUY	$57.53 - $60.83 $63,283 - $66,913	1,100 New	1,100 $63.3 Million
Q3 2024 May 19, 2025	BUY	$54.98 - $59.51 $5,498 - $5,951	100 Added 31.75%	415 $24.7 Million
Q2 2024 May 19, 2025	BUY	$55.45 - $57.39 $16,191 - $16,757	292 Added 1269.57%	315 $17.9 Million
Q4 2023 May 19, 2025	SELL	$51.51 - $55.33 $185,899 - $199,685	-3,609 Reduced 99.37%	23 $1.27 Million
Q4 2022 May 19, 2025	SELL	$50.88 - $56.78 $1,170 - $1,305	-23 Closed	0 $0
Q3 2022 May 19, 2025	SELL	$51.23 - $57.83 $184,889 - $208,708	-3,609 Reduced 99.37%	23 $1.33 Million

Others Institutions Holding JEPI

# of Institutions

1,392

Shares Held

741M

Call Options Held

511K

Put Options Held

363K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

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Heck Capital Advisors, LLC J P Morgan Exchange Traded Fd Transaction History