Marion Wealth Management J P Morgan Exchange Traded Fd Transaction History

Marion Wealth Management

$412 Million
Q3 2025

A detailed history of Marion Wealth Management transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Marion Wealth Management holds 18,273 shares of JEPI stock, worth $1.04 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

18,273

Previous 18,013 1.44%

Holding current value

$1.04 Million

Previous $1.02 Million 1.86%

% of portfolio

0.25%

Previous 0.26%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 10, 2025	BUY	$55.61 - $57.37 $14,458 - $14,916	260 Added 1.44%	18,273 $1.04 Million
Q2 2025 Aug 05, 2025	SELL	$51.14 - $57.0 $66,175 - $73,758	-1,294 Reduced 6.7%	18,013 $1.02 Million
Q1 2025 Apr 08, 2025	BUY	$56.17 - $59.71 $38,420 - $40,841	684 Added 3.67%	19,307 $1.09 Million
Q4 2024 Jan 13, 2025	BUY	$57.53 - $60.83 $17,374 - $18,370	302 Added 1.65%	18,623 $1.07 Million
Q3 2024 Oct 07, 2024	BUY	$54.98 - $59.51 $106,111 - $114,854	1,930 Added 11.77%	18,321 $1.09 Million

Q2 2024 Jul 09, 2024	BUY	$55.45 - $57.39 $19,906 - $20,603	359 Added 2.24%	16,391 $929,000
Q1 2024 Apr 08, 2024	BUY	$54.75 - $57.86 $52,012 - $54,967	950 Added 6.3%	16,032 $927,000
Q4 2023 Jan 10, 2024	BUY	$51.51 - $55.33 $369,738 - $397,158	7,178 Added 90.81%	15,082 $829,000
Q3 2023 Oct 18, 2023	SELL	$53.5 - $55.92 $20,704 - $21,641	-387 Reduced 4.67%	7,904 $423,000
Q2 2023 Jul 24, 2023	BUY	$53.85 - $55.4 $446,470 - $459,321	8,291 New	8,291 $458,000

Others Institutions Holding JEPI

# of Institutions

1,433

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

More about JEPI

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Marion Wealth Management J P Morgan Exchange Traded Fd Transaction History