Marks Wealth, LLC J P Morgan Exchange Traded Fd Transaction History

Marks Wealth, LLC

$308 Billion
Q2 2025

A detailed history of Marks Wealth, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Marks Wealth, LLC holds 8,050 shares of JEPI stock, worth $460,862. This represents 0.15% of its overall portfolio holdings.

Number of Shares

8,050

Previous 8,048 0.02%

Holding current value

$460,862

Previous $460 Million 0.48%

% of portfolio

0.15%

Previous 0.17%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	BUY	$51.14 - $57.0 $102 - $114	2 Added 0.02%	8,050 $458 Million
Q1 2025 Apr 29, 2025	BUY	$56.17 - $59.71 $51,451 - $54,694	916 Added 12.84%	8,048 $460 Million
Q4 2024 Jan 17, 2025	SELL	$57.53 - $60.83 $27.9 Million - $29.5 Million	-484,952 Reduced 98.55%	7,132 $410 Million
Q3 2024 Oct 18, 2024	BUY	$54.98 - $59.51 $27.1 Million - $29.3 Million	492,084 New	492,084 $29.3 Billion
Q1 2024 Apr 30, 2024	BUY	$54.75 - $57.86 $39.7 Million - $41.9 Million	724,421 New	724,421 $41.9 Billion
Q2 2023 Jul 13, 2023	BUY	$53.85 - $55.4 $84.1 Million - $86.5 Million	1,561,090 New	1,561,090 $86.4 Million

Others Institutions Holding JEPI

# of Institutions

1,402

Shares Held

747M

Call Options Held

839K

Put Options Held

634K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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