Masso Torrence Wealth Management Inc. J P Morgan Exchange Traded Fd Transaction History

Masso Torrence Wealth Management Inc.

  • $218 Million
  • Q3 2025

A detailed history of Masso Torrence Wealth Management Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Masso Torrence Wealth Management Inc. holds 154,386 shares of JEPI stock, worth $8.74 Million. This represents 4.05% of its overall portfolio holdings.

Number of Shares
154,386
Previous 151,684 1.78%
Holding current value
$8.74 Million
Previous $8.62 Million 2.23%
% of portfolio
4.05%
Previous 4.31%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$55.61 - $57.37 $150,258 - $155,013
2,702 Added 1.78%
154,386 $8.82 Million
Q2 2025

Jul 14, 2025
BUY
$51.14 - $57.0 $429,371 - $478,572
8,396 Added 5.86%
151,684 $8.62 Million
Q1 2025

Apr 22, 2025
BUY
$56.17 - $59.71 $673,085 - $715,504
11,983 Added 9.13%
143,288 $8.19 Million
Q4 2024

Jan 23, 2025
BUY
$57.53 - $60.83 $366,351 - $387,365
6,368 Added 5.1%
131,305 $7.55 Million
Q3 2024

Oct 23, 2024
BUY
$54.98 - $59.51 $67,845 - $73,435
1,234 Added 1.0%
124,937 $7.44 Million
Q2 2024

Jul 22, 2024
BUY
$55.45 - $57.39 $278,248 - $287,983
5,018 Added 4.23%
123,703 $7.01 Million
Q1 2024

Apr 23, 2024
BUY
$54.75 - $57.86 $539,616 - $570,268
9,856 Added 9.06%
118,685 $6.87 Million
Q4 2023

Feb 01, 2024
BUY
$51.51 - $55.33 $671,484 - $721,281
13,036 Added 13.61%
108,829 $5.98 Million
Q3 2023

Nov 07, 2023
SELL
$53.5 - $55.92 $341,651 - $357,105
-6,386 Reduced 6.25%
95,793 $5.13 Million
Q2 2023

Aug 11, 2023
BUY
$53.85 - $55.4 $181,636 - $186,864
3,373 Added 3.41%
102,179 $5.65 Million
Q1 2023

May 12, 2023
BUY
$52.13 - $55.7 $382,060 - $408,225
7,329 Added 8.01%
98,806 $5.39 Million
Q4 2022

Feb 14, 2023
BUY
$50.88 - $56.78 $269,002 - $300,195
5,287 Added 6.13%
91,477 $4.98 Million
Q3 2022

Nov 14, 2022
BUY
$51.23 - $57.83 $859,793 - $970,560
16,783 Added 24.18%
86,190 $4.42 Million
Q2 2022

Jul 28, 2022
BUY
$52.86 - $62.23 $506,345 - $596,101
9,579 Added 16.01%
69,407 $3.85 Million
Q1 2022

Apr 26, 2022
BUY
$58.11 - $63.04 $792,736 - $859,991
13,642 Added 29.54%
59,828 $3.67 Million
Q4 2021

Feb 10, 2022
BUY
$59.34 - $63.61 $2.74 Million - $2.94 Million
46,186 New
46,186 $2.92 Million

Others Institutions Holding JEPI

# of Institutions
1,419
Shares Held
345M
Call Options Held
839K
Put Options Held
640K
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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