Naviter Wealth, LLC J P Morgan Exchange Traded Fd Transaction History

Naviter Wealth, LLC

  • $795 Million
  • Q2 2025

A detailed history of Naviter Wealth, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Naviter Wealth, LLC holds 3,582 shares of JEPI stock, worth $200,806. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,582
Previous 9,946 63.99%
Holding current value
$200,806
Previous $568,000 64.26%
% of portfolio
0.03%
Previous 0.07%

Shares

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

Jul 28, 2025
SELL
$51.14 - $57.0 $325,454 - $362,748
-6,364 Reduced 63.99%
3,582 $203,000
Q1 2025

Apr 25, 2025
SELL
$56.17 - $59.71 $4,549 - $4,836
-81 Reduced 0.81%
9,946 $568,000
Q4 2024

Feb 07, 2025
BUY
$57.53 - $60.83 $85,489 - $90,393
1,486 Added 17.4%
10,027 $576,000
Q3 2024

Oct 16, 2024
SELL
$54.98 - $59.51 $8.2 Million - $8.88 Million
-149,157 Reduced 94.58%
8,541 $508,000
Q2 2024

Aug 01, 2024
BUY
$55.45 - $57.39 $549,675 - $568,907
9,913 Added 6.71%
157,698 $8.94 Million
Q1 2024

Apr 18, 2024
BUY
$54.75 - $57.86 $936,225 - $989,406
17,100 Added 13.08%
147,785 $8.55 Million
Q4 2023

Feb 05, 2024
BUY
$51.51 - $55.33 $330,745 - $355,273
6,421 Added 5.17%
130,685 $7.19 Million
Q3 2023

Nov 14, 2023
BUY
$53.5 - $55.92 $903,775 - $944,656
16,893 Added 15.73%
124,264 $6.66 Million
Q2 2023

Jul 20, 2023
BUY
$53.85 - $55.4 $5.78 Million - $5.95 Million
107,371 New
107,371 $5.94 Million

Others Institutions Holding JEPI

# of Institutions
1,389
Shares Held
737M
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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