Lineweaver Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Lineweaver Wealth Advisors, LLC

$587 Million
Q3 2025

A detailed history of Lineweaver Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Lineweaver Wealth Advisors, LLC holds 12,432 shares of JEPI stock, worth $705,391. This represents 0.12% of its overall portfolio holdings.

Number of Shares

12,432

Previous 15,733 20.98%

Holding current value

$705,391

Previous $894,000 20.69%

% of portfolio

0.12%

Previous 0.16%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 10, 2025	SELL	$55.61 - $57.37 $183,568 - $189,378	-3,301 Reduced 20.98%	12,432 $709,000
Q2 2025 Jul 09, 2025	BUY	$51.14 - $57.0 $5,062 - $5,643	99 Added 0.63%	15,733 $894,000
Q1 2025 May 02, 2025	SELL	$56.17 - $59.71 $4,268 - $4,537	-76 Reduced 0.48%	15,634 $893,000
Q4 2024 Feb 04, 2025	SELL	$57.53 - $60.83 $30,778 - $32,544	-535 Reduced 3.29%	15,710 $903,000
Q3 2024 Oct 24, 2024	BUY	$54.98 - $59.51 $35,901 - $38,860	653 Added 4.19%	16,245 $966,000
Q2 2024 Aug 01, 2024	BUY	$55.45 - $57.39 $31,384 - $32,482	566 Added 3.77%	15,592 $883,000
Q1 2024 Apr 30, 2024	BUY	$54.75 - $57.86 $113,277 - $119,712	2,069 Added 15.97%	15,026 $869,000
Q4 2023 Jan 19, 2024	BUY	$51.51 - $55.33 $21,994 - $23,625	427 Added 3.41%	12,957 $712,000
Q3 2023 Oct 19, 2023	BUY	$53.5 - $55.92 $670,355 - $700,677	12,530 New	12,530 $671,000

Others Institutions Holding JEPI

# of Institutions

1,431

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

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Lineweaver Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History