Montz Harcus Wealth Management LLC J P Morgan Exchange Traded Fd Transaction History

Montz Harcus Wealth Management LLC

  • $205 Million
  • Q2 2025

A detailed history of Montz Harcus Wealth Management LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 6,172 shares of JEPI stock, worth $345,632. This represents 0.17% of its overall portfolio holdings.

Number of Shares
6,172
Previous 5,189 18.94%
Holding current value
$345,632
Previous $296,000 18.24%
% of portfolio
0.17%
Previous 0.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
BUY
$51.14 - $57.0 $50,270 - $56,031
983 Added 18.94%
6,172 $350,000
Q1 2025

Apr 21, 2025
BUY
$56.17 - $59.71 $32,803 - $34,870
584 Added 12.68%
5,189 $296,000
Q4 2024

Jan 29, 2025
BUY
$57.53 - $60.83 $264,925 - $280,122
4,605 New
4,605 $264,000

Others Institutions Holding JEPI

# of Institutions
1,400
Shares Held
747M
Call Options Held
839K
Put Options Held
634K
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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