Heritage Wealth Management, Inc. J P Morgan Exchange Traded Fd Transaction History

Heritage Wealth Management, Inc.

$341 Billion
Q3 2025

A detailed history of Heritage Wealth Management, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 39,891 shares of JEPI stock, worth $2.26 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

39,891

Previous 35,129 13.56%

Holding current value

$2.26 Million

Previous $2 Billion 14.06%

% of portfolio

0.67%

Previous 0.65%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$55.61 - $57.37 $264,814 - $273,195	4,762 Added 13.56%	39,891 $2.28 Billion
Q2 2025 Aug 14, 2025	BUY	$51.14 - $57.0 $497,183 - $554,154	9,722 Added 38.27%	35,129 $2 Billion
Q1 2025 Apr 29, 2025	BUY	$56.17 - $59.71 $191,764 - $203,849	3,414 Added 15.52%	25,407 $1.45 Billion
Q4 2024 Feb 05, 2025	BUY	$57.53 - $60.83 $171,381 - $181,212	2,979 Added 15.67%	21,993 $1.27 Billion
Q3 2024 Oct 31, 2024	BUY	$54.98 - $59.51 $91,981 - $99,560	1,673 Added 9.65%	19,014 $1.13 Billion

Q2 2024 Sep 09, 2024	BUY	$55.45 - $57.39 $961,558 - $995,199	17,341 New	17,341 $978 Million

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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Heritage Wealth Management, Inc. J P Morgan Exchange Traded Fd Transaction History