Opal Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Opal Wealth Advisors, LLC

  • $348 Million
  • Q2 2025

A detailed history of Opal Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 2,097 shares of JEPI stock, worth $120,053. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,097
Previous 2,024 3.61%
Holding current value
$120,053
Previous $114,000 4.39%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Jul 14, 2025
BUY
$51.14 - $57.0 $3,733 - $4,161
73 Added 3.61%
2,097 $119,000
Q1 2025

Apr 16, 2025
BUY
$56.17 - $59.71 $113,688 - $120,853
2,024 New
2,024 $114,000
Q2 2024

Jul 12, 2024
BUY
$55.45 - $57.39 $148,217 - $153,403
2,673 New
2,673 $151,000
Q4 2022

Feb 03, 2023
SELL
$50.88 - $56.78 $260,047 - $290,202
-5,111 Reduced 57.75%
3,739 $203,000
Q3 2022

Oct 17, 2022
BUY
$51.23 - $57.83 $82,633 - $93,279
1,613 Added 22.29%
8,850 $453,000
Q2 2022

Aug 10, 2022
BUY
$52.86 - $62.23 $382,547 - $450,358
7,237 New
7,237 $401,000

Others Institutions Holding JEPI

# of Institutions
1,402
Shares Held
748M
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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