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

Palacios Wealth Management, LLC

  • $122 Billion
  • Q2 2025

A detailed history of Palacios Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Palacios Wealth Management, LLC holds 6,353 shares of JEPI stock, worth $361,930. This represents 0.3% of its overall portfolio holdings.

Number of Shares
6,353
Previous 14,392 55.86%
Holding current value
$361,930
Previous $1.64 Billion 77.97%
% of portfolio
0.3%
Previous 1.22%

Shares

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

Jul 14, 2025
SELL
$51.14 - $57.0 $411,114 - $458,223
-8,039 Reduced 55.86%
6,353 $361 Million
Q1 2025

May 09, 2025
BUY
$56.17 - $59.71 $95,994 - $102,044
1,709 Added 13.47%
14,392 $1.64 Billion
Q4 2024

Jan 30, 2025
BUY
$57.53 - $60.83 $729,652 - $771,506
12,683 New
12,683 $737 Million

Others Institutions Holding JEPI

# of Institutions
1,400
Shares Held
747M
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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