Jupiter Wealth Management LLC J P Morgan Exchange Traded Fd Transaction History

Jupiter Wealth Management LLC

$153 Million
Q1 2025

A detailed history of Jupiter Wealth Management LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Jupiter Wealth Management LLC holds 16,250 shares of JEPI stock, worth $931,450. This represents 0.61% of its overall portfolio holdings.

Number of Shares

16,250

Previous 52,682 69.15%

Holding current value

$931,450

Previous $3.14 Million 70.4%

% of portfolio

0.61%

Previous 1.7%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 20, 2025	SELL	$56.17 - $59.71 $2.05 Million - $2.18 Million	-36,432 Reduced 69.15%	16,250 $928,000
Q3 2024 Nov 04, 2024	BUY	$54.98 - $59.51 $423,346 - $458,227	7,700 Added 17.12%	52,682 $3.14 Million
Q2 2024 Aug 12, 2024	SELL	$55.45 - $57.39 $3.3 Million - $3.42 Million	-59,531 Reduced 56.96%	44,982 $2.55 Million
Q1 2024 May 09, 2024	SELL	$54.75 - $57.86 $102,054 - $107,851	-1,864 Reduced 1.75%	104,513 $6.05 Million
Q4 2023 Feb 07, 2024	BUY	$51.51 - $55.33 $100,186 - $107,616	1,945 Added 1.86%	106,377 $5.85 Million
Q3 2023 Nov 13, 2023	BUY	$53.5 - $55.92 $5.59 Million - $5.84 Million	104,432 New	104,432 $5.59 Million

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

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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Jupiter Wealth Management LLC J P Morgan Exchange Traded Fd Transaction History