Napa Wealth Management J P Morgan Exchange Traded Fd Transaction History

Napa Wealth Management

  • $178 Billion
  • Q1 2025

A detailed history of Napa Wealth Management transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Napa Wealth Management holds 8,096 shares of JEPI stock, worth $454,104. This represents 0.26% of its overall portfolio holdings.

Number of Shares
8,096
Previous 12,347 34.43%
Holding current value
$454,104
Previous $710 Million 34.88%
% of portfolio
0.26%
Previous 0.31%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$56.17 - $59.71 $238,778 - $253,827
-4,251 Reduced 34.43%
8,096 $463 Million
Q4 2024

Feb 14, 2025
BUY
$57.53 - $60.83 $483,367 - $511,093
8,402 Added 212.98%
12,347 $710 Million
Q3 2024

Nov 07, 2024
BUY
$54.98 - $59.51 $216,896 - $234,766
3,945 New
3,945 $235 Million
Q4 2023

Feb 22, 2024
BUY
$51.51 - $55.33 $1.18 Million - $1.26 Million
22,814 New
22,814 $1.25 Billion

Others Institutions Holding JEPI

# of Institutions
1,367
Shares Held
334M
Call Options Held
511K
Put Options Held
363K
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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