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

Perissos Private Wealth Management, LLC

$126 Billion
Q2 2025

A detailed history of Perissos Private Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 109,059 shares of JEPI stock, worth $6.24 Million. This represents 4.9% of its overall portfolio holdings.

Number of Shares

109,059

Previous 104,194 4.67%

Holding current value

$6.24 Million

Previous $5.95 Billion 4.14%

% of portfolio

4.9%

Previous 5.43%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	BUY	$51.14 - $57.0 $248,796 - $277,305	4,865 Added 4.67%	109,059 $6.2 Billion
Q1 2025 Apr 25, 2025	BUY	$56.17 - $59.71 $114,474 - $121,688	2,038 Added 1.99%	104,194 $5.95 Billion
Q4 2024 Jan 29, 2025	BUY	$57.53 - $60.83 $502,467 - $531,289	8,734 Added 9.35%	102,156 $5.88 Billion
Q3 2024 Nov 12, 2024	BUY	$54.98 - $59.51 $1.25 Million - $1.36 Million	22,821 Added 32.32%	93,422 $5.56 Billion
Q2 2024 Aug 09, 2024	BUY	$55.45 - $57.39 $665,899 - $689,196	12,009 Added 20.5%	70,601 $4 Billion
Q1 2024 May 14, 2024	BUY	$54.75 - $57.86 $3.21 Million - $3.39 Million	58,592 New	58,592 $3.39 Billion

Others Institutions Holding JEPI

# of Institutions

1,403

Shares Held

748M

Call Options Held

839K

Put Options Held

634K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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