Orgel Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History

Orgel Wealth Management, LLC

  • $4.15 Billion
  • Q3 2025

A detailed history of Orgel Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 5,892 shares of JEPI stock, worth $337,317. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,892
Previous 5,080 15.98%
Holding current value
$337,317
Previous $288,000 16.32%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 06, 2025
BUY
$55.61 - $57.37 $45,155 - $46,584
812 Added 15.98%
5,892 $335,000
Q2 2025

Jul 10, 2025
BUY
$51.14 - $57.0 $259,791 - $289,560
5,080 New
5,080 $288,000

Others Institutions Holding JEPI

# of Institutions
1,400
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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