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

Hubbell Strickland Wealth Management, LLC

  • $217 Million
  • Q2 2025

A detailed history of Hubbell Strickland Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Hubbell Strickland Wealth Management, LLC holds 6,231 shares of JEPI stock, worth $352,861. This represents 0.16% of its overall portfolio holdings.

Number of Shares
6,231
Previous 6,126 1.71%
Holding current value
$352,861
Previous $350,000 1.14%
% of portfolio
0.16%
Previous 0.17%

Shares

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

Jul 22, 2025
BUY
$51.14 - $57.0 $5,369 - $5,985
105 Added 1.71%
6,231 $354,000
Q1 2025

Apr 22, 2025
BUY
$56.17 - $59.71 $4,044 - $4,299
72 Added 1.19%
6,126 $350,000
Q4 2024

Jan 15, 2025
BUY
$57.53 - $60.83 $6,040 - $6,387
105 Added 1.77%
6,054 $348,000
Q3 2024

Oct 15, 2024
BUY
$54.98 - $59.51 $5,223 - $5,653
95 Added 1.62%
5,949 $354,000
Q2 2024

Jul 16, 2024
BUY
$55.45 - $57.39 $5,212 - $5,394
94 Added 1.63%
5,854 $331,000
Q1 2024

Apr 18, 2024
SELL
$54.75 - $57.86 $8,157 - $8,621
-149 Reduced 2.52%
5,760 $333,000
Q4 2023

Jan 16, 2024
BUY
$51.51 - $55.33 $5,614 - $6,030
109 Added 1.88%
5,909 $324,000
Q3 2023

Oct 18, 2023
BUY
$53.5 - $55.92 $4,922 - $5,144
92 Added 1.61%
5,800 $310,000
Q2 2023

Jul 12, 2023
BUY
$53.85 - $55.4 $7,700 - $7,922
143 Added 2.57%
5,708 $315,000
Q1 2023

Apr 13, 2023
BUY
$52.13 - $55.7 $94,198 - $100,649
1,807 Added 48.08%
5,565 $303,000
Q4 2022

Jan 17, 2023
BUY
$50.88 - $56.78 $191,207 - $213,379
3,758 New
3,758 $0

Others Institutions Holding JEPI

# of Institutions
1,399
Shares Held
345M
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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