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

Lji Wealth Management, LLC

$573 Billion
Q3 2025

A detailed history of Lji Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Lji Wealth Management, LLC holds 22,243 shares of JEPI stock, worth $1.26 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

22,243

Previous 24,243 8.25%

Holding current value

$1.26 Million

Previous $1.38 Billion 7.84%

% of portfolio

0.22%

Previous 0.24%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	SELL	$55.61 - $57.37 $111,220 - $114,740	-2,000 Reduced 8.25%	22,243 $1.27 Billion
Q2 2025 Jul 31, 2025	BUY	$51.14 - $57.0 $268,791 - $299,592	5,256 Added 27.68%	24,243 $1.38 Billion
Q1 2025 May 01, 2025	BUY	$56.17 - $59.71 $195,471 - $207,790	3,480 Added 22.44%	18,987 $1.08 Billion
Q4 2024 Jan 28, 2025	SELL	$57.53 - $60.83 $768,773 - $812,871	-13,363 Reduced 46.29%	15,507 $892 Million
Q3 2024 Nov 06, 2024	SELL	$54.98 - $59.51 $131,457 - $142,288	-2,391 Reduced 7.65%	28,870 $1.72 Billion

Q2 2024 Aug 12, 2024	BUY	$55.45 - $57.39 $157,644 - $163,159	2,843 Added 10.0%	31,261 $1.77 Billion
Q1 2024 May 15, 2024	BUY	$54.75 - $57.86 $104,408 - $110,339	1,907 Added 7.19%	28,418 $1.64 Billion
Q4 2023 Feb 13, 2024	BUY	$51.51 - $55.33 $269,294 - $289,265	5,228 Added 24.56%	26,511 $1.46 Billion
Q3 2023 Feb 02, 2024	BUY	$53.5 - $55.92 $565,602 - $591,186	10,572 Added 98.7%	21,283 $1.14 Billion
Q2 2023 Feb 02, 2024	BUY	$53.85 - $55.4 $9,639 - $9,916	179 Added 1.7%	10,711 $593 Million
Q1 2023 Feb 02, 2024	BUY	$52.13 - $55.7 $549,033 - $586,632	10,532 New	10,532 $575 Million

Others Institutions Holding JEPI

# of Institutions

1,434

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