Mascagni Wealth Management, Inc. J P Morgan Exchange Traded Fd Transaction History

Mascagni Wealth Management, Inc.

$129 Billion
Q3 2025

A detailed history of Mascagni Wealth Management, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Mascagni Wealth Management, Inc. holds 9,289 shares of JEPI stock, worth $526,036. This represents 0.41% of its overall portfolio holdings.

Number of Shares

9,289

Previous 10,220 9.11%

Holding current value

$526,036

Previous $581 Million 8.71%

% of portfolio

0.41%

Previous 0.49%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	SELL	$55.61 - $57.37 $51,772 - $53,411	-931 Reduced 9.11%	9,289 $530 Million
Q2 2025 Aug 06, 2025	SELL	$51.14 - $57.0 $64,129 - $71,478	-1,254 Reduced 10.93%	10,220 $581 Million
Q1 2025 Apr 22, 2025	BUY	$56.17 - $59.71 $90,489 - $96,192	1,611 Added 16.33%	11,474 $656 Million
Q1 2025 Apr 22, 2025	SELL	$56.17 - $59.71 $90,489 - $96,192	-1,611 Reduced 14.04%	9,863 $563,000
Q4 2024 Apr 22, 2025	BUY	$57.53 - $60.83 $92,680 - $97,997	1,611 Added 16.33%	11,474 $660,000
Q4 2024 Mar 21, 2025	BUY	$57.53 - $60.83 $567,418 - $599,966	9,863 New	9,863 $567 Million

Others Institutions Holding JEPI

# of Institutions

1,410

Shares Held

345M

Call Options Held

839K

Put Options Held

640K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

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Mascagni Wealth Management, Inc. J P Morgan Exchange Traded Fd Transaction History