Iron Horse Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History

Iron Horse Wealth Management, LLC

$323 Million
Q2 2025

A detailed history of Iron Horse Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Iron Horse Wealth Management, LLC holds 312,226 shares of JEPI stock, worth $17.5 Million. This represents 5.5% of its overall portfolio holdings.

Number of Shares

312,226

Previous 300,235 3.99%

Holding current value

$17.5 Million

Previous $17.2 Million 3.47%

% of portfolio

5.5%

Previous 5.81%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$51.14 - $57.0 $613,219 - $683,487	11,991 Added 3.99%	312,226 $17.8 Million
Q1 2025 May 01, 2025	BUY	$56.17 - $59.71 $878,442 - $933,804	15,639 Added 5.5%	300,235 $17.2 Million
Q4 2024 Jan 27, 2025	BUY	$57.53 - $60.83 $882,107 - $932,706	15,333 Added 5.69%	284,596 $16.4 Million
Q3 2024 Oct 22, 2024	BUY	$54.98 - $59.51 $781,265 - $845,637	14,210 Added 5.57%	269,263 $16 Million
Q2 2024 Jul 22, 2024	BUY	$55.45 - $57.39 $506,258 - $523,970	9,130 Added 3.71%	255,053 $14.5 Million
Q1 2024 Apr 17, 2024	BUY	$54.75 - $57.86 $1.01 Million - $1.07 Million	18,436 Added 8.1%	245,923 $14.2 Million
Q4 2023 Jan 22, 2024	BUY	$51.51 - $55.33 $580,414 - $623,458	11,268 Added 5.21%	227,487 $12.5 Million
Q3 2023 Oct 18, 2023	BUY	$53.5 - $55.92 $260,491 - $272,274	4,869 Added 2.3%	216,219 $11.6 Million
Q2 2023 Aug 01, 2023	BUY	$53.85 - $55.4 $11.3 Million - $11.6 Million	209,592 Added 11922.18%	211,350 $11.7 Million
Q1 2023 May 01, 2023	BUY	$52.13 - $55.7 $15,117 - $16,153	290 Added 19.75%	1,758 $95,000
Q4 2022 Jan 19, 2023	BUY	$50.88 - $56.78 $74,691 - $83,353	1,468 New	1,468 $80,000

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
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Iron Horse Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History