Paradigm, Strategies In Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History

Paradigm, Strategies In Wealth Management, LLC

  • $145 Million
  • Q2 2025

A detailed history of Paradigm, Strategies In Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Paradigm, Strategies In Wealth Management, LLC holds 25,703 shares of JEPI stock, worth $1.47 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
25,703
Previous 23,289 10.37%
Holding current value
$1.47 Million
Previous $1.33 Million 9.85%
% of portfolio
1.01%
Previous 0.95%

Shares

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

Aug 01, 2025
BUY
$51.14 - $57.0 $123,451 - $137,598
2,414 Added 10.37%
25,703 $1.46 Million
Q1 2025

May 07, 2025
BUY
$56.17 - $59.71 $214,400 - $227,913
3,817 Added 19.6%
23,289 $1.33 Million
Q4 2024

Jan 14, 2025
BUY
$57.53 - $60.83 $432,107 - $456,894
7,511 Added 62.8%
19,472 $1.12 Million
Q3 2024

Oct 24, 2024
BUY
$54.98 - $59.51 $2,584 - $2,796
47 Added 0.39%
11,961 $711,000
Q2 2024

Jul 30, 2024
SELL
$55.45 - $57.39 $29,554 - $30,588
-533 Reduced 4.28%
11,914 $675,000
Q1 2024

May 02, 2024
BUY
$54.75 - $57.86 $370,657 - $391,712
6,770 Added 119.25%
12,447 $720,000
Q3 2023

Oct 25, 2023
BUY
$53.5 - $55.92 $50,236 - $52,508
939 Added 19.82%
5,677 $304,000
Q1 2023

May 02, 2023
BUY
$52.13 - $55.7 $246,991 - $263,906
4,738 New
4,738 $258,000

Others Institutions Holding JEPI

# of Institutions
1,402
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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