Ivc Wealth Advisors LLC J P Morgan Exchange Traded Fd Transaction History

Ivc Wealth Advisors LLC

  • $203 Million
  • Q2 2025

A detailed history of Ivc Wealth Advisors LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 187,376 shares of JEPI stock, worth $10.7 Million. This represents 5.24% of its overall portfolio holdings.

Number of Shares
187,376
Previous 190,409 1.59%
Holding current value
$10.7 Million
Previous $10.8 Million 1.3%
% of portfolio
5.24%
Previous 5.86%

Shares

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

Jul 22, 2025
SELL
$51.14 - $57.0 $155,107 - $172,881
-3,033 Reduced 1.59%
187,376 $10.7 Million
Q1 2025

Apr 08, 2025
BUY
$56.17 - $59.71 $1.24 Million - $1.31 Million
21,988 Added 13.06%
190,409 $10.8 Million
Q4 2024

Jan 17, 2025
BUY
$57.53 - $60.83 $475,945 - $503,246
8,273 Added 5.17%
168,421 $9.69 Million
Q3 2024

Oct 24, 2024
BUY
$54.98 - $59.51 $113,038 - $122,352
2,056 Added 1.3%
160,148 $9.53 Million
Q2 2024

Jul 16, 2024
BUY
$55.45 - $57.39 $405,117 - $419,291
7,306 Added 4.85%
158,092 $8.96 Million
Q1 2024

Apr 19, 2024
BUY
$54.75 - $57.86 $181,551 - $191,863
3,316 Added 2.25%
150,786 $8.72 Million
Q4 2023

Jan 10, 2024
BUY
$51.51 - $55.33 $160,041 - $171,910
3,107 Added 2.15%
147,470 $8.11 Million
Q3 2023

Oct 05, 2023
BUY
$53.5 - $55.92 $1.27 Million - $1.33 Million
23,783 Added 19.72%
144,363 $7.73 Million
Q2 2023

Jul 13, 2023
BUY
$53.85 - $55.4 $1.97 Million - $2.03 Million
36,631 Added 43.63%
120,580 $6.67 Million
Q1 2023

Apr 13, 2023
BUY
$52.13 - $55.7 $2.25 Million - $2.41 Million
43,234 Added 106.19%
83,949 $4.58 Million
Q4 2022

Jan 17, 2023
BUY
$50.88 - $56.78 $1.77 Million - $1.98 Million
34,795 Added 587.75%
40,715 $0
Q3 2022

Oct 12, 2022
BUY
$51.23 - $57.83 $303,281 - $342,353
5,920 New
5,920 $303,000

Others Institutions Holding JEPI

# of Institutions
1,387
Shares Held
732M
Call Options Held
511K
Put Options Held
363K
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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