Long View Wealth Management J P Morgan Exchange Traded Fd Transaction History

Long View Wealth Management

  • $330 Billion
  • Q2 2025

A detailed history of Long View Wealth Management transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Long View Wealth Management holds 25,508 shares of JEPI stock, worth $1.43 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
25,508
Previous 17,087 49.28%
Holding current value
$1.43 Million
Previous $976 Million 48.52%
% of portfolio
0.44%
Previous 0.29%

Shares

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

Jul 11, 2025
BUY
$51.14 - $57.0 $430,649 - $479,997
8,421 Added 49.28%
25,508 $1.45 Billion
Q1 2025

Apr 21, 2025
BUY
$56.17 - $59.71 $386,730 - $411,103
6,885 Added 67.49%
17,087 $976 Million
Q4 2024

Jan 15, 2025
BUY
$57.53 - $60.83 $586,921 - $620,587
10,202 New
10,202 $587 Million

Others Institutions Holding JEPI

# of Institutions
1,385
Shares Held
735M
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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