Nwf Advisory Services Inc. J P Morgan Exchange Traded Fd Transaction History

Nwf Advisory Services Inc.

$911 Billion
Q3 2025

A detailed history of Nwf Advisory Services Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Nwf Advisory Services Inc. holds 177,124 shares of JEPI stock, worth $10 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares

177,124

Previous 212,392 16.61%

Holding current value

$10 Million

Previous $12.1 Billion 16.24%

% of portfolio

1.11%

Previous 1.44%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	SELL	$55.61 - $57.37 $1.96 Million - $2.02 Million	-35,268 Reduced 16.61%	177,124 $10.1 Billion
Q2 2025 Sep 09, 2025	BUY	$51.14 - $57.0 $869,073 - $968,658	16,994 Added 8.7%	212,392 $12.1 Billion
Q1 2025 Aug 12, 2025	SELL	$56.17 - $59.71 $334,885 - $355,991	-5,962 Reduced 2.96%	195,398 $11.2 Billion
Q4 2024 May 14, 2025	BUY	$57.53 - $60.83 $11.6 Million - $12.2 Million	201,360 New	201,360 $11.7 Billion
Q3 2024 Oct 06, 2025	BUY	$54.98 - $59.51 $727,440 - $787,376	13,231 Added 7.17%	197,637 $11.8 Billion
Q2 2024 Oct 06, 2025	BUY	$55.45 - $57.39 $665,289 - $688,565	11,998 Added 6.96%	184,406 $10.5 Billion
Q1 2024 Oct 06, 2025	SELL	$54.75 - $57.86 $2.19 Million - $2.31 Million	-39,984 Reduced 18.83%	172,408 $9.98 Billion

Others Institutions Holding JEPI

# of Institutions

1,429

Shares Held

329M

Call Options Held

1.03M

Put Options Held

594K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
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Nwf Advisory Services Inc. J P Morgan Exchange Traded Fd Transaction History