Merkkuri Wealth Advisors LLC J P Morgan Exchange Traded Fd Transaction History

Merkkuri Wealth Advisors LLC

$138 Billion
Q3 2025

A detailed history of Merkkuri Wealth Advisors LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Merkkuri Wealth Advisors LLC holds 89,874 shares of JEPI stock, worth $5.1 Million. This represents 3.72% of its overall portfolio holdings.

Number of Shares

89,874

Previous 84,357 6.54%

Holding current value

$5.1 Million

Previous $4.8 Billion 7.01%

% of portfolio

3.72%

Previous 3.64%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$55.61 - $57.37 $306,800 - $316,510	5,517 Added 6.54%	89,874 $5.13 Billion
Q2 2025 Aug 04, 2025	BUY	$51.14 - $57.0 $575,069 - $640,965	11,245 Added 15.38%	84,357 $4.8 Billion
Q1 2025 Apr 22, 2025	BUY	$56.17 - $59.71 $61,281 - $65,143	1,091 Added 1.51%	73,112 $4.18 Billion
Q4 2024 Jan 21, 2025	BUY	$57.53 - $60.83 $333,041 - $352,144	5,789 Added 8.74%	72,021 $4.14 Billion
Q3 2024 Oct 23, 2024	BUY	$54.98 - $59.51 $370,070 - $400,561	6,731 Added 11.31%	66,232 $3.94 Billion

Q2 2024 Oct 23, 2024	BUY	$55.45 - $57.39 $3.3 Million - $3.41 Million	59,501 New	59,501 $3.37 Billion

Others Institutions Holding JEPI

# of Institutions

1,434

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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Merkkuri Wealth Advisors LLC J P Morgan Exchange Traded Fd Transaction History