Principle Wealth Partners LLC J P Morgan Exchange Traded Fd Transaction History

Principle Wealth Partners LLC

$1.45 Billion
Q2 2025

A detailed history of Principle Wealth Partners LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Principle Wealth Partners LLC holds 111,704 shares of JEPI stock, worth $6.33 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

111,704

Previous 121,828 8.31%

Holding current value

$6.33 Million

Previous $6.96 Million 8.78%

% of portfolio

0.44%

Previous 0.54%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	SELL	$51.14 - $57.0 $517,741 - $577,068	-10,124 Reduced 8.31%	111,704 $6.35 Million
Q1 2025 May 06, 2025	BUY	$56.17 - $59.71 $529,795 - $563,184	9,432 Added 8.39%	121,828 $6.96 Million
Q4 2024 Jan 29, 2025	BUY	$57.53 - $60.83 $104,704 - $110,710	1,820 Added 1.65%	112,396 $6.47 Million
Q3 2024 Nov 13, 2024	BUY	$54.98 - $59.51 $225,637 - $244,229	4,104 Added 3.85%	110,576 $6.58 Million
Q2 2024 Aug 13, 2024	BUY	$55.45 - $57.39 $23,954 - $24,792	432 Added 0.41%	106,472 $6.03 Million
Q1 2024 Apr 23, 2024	BUY	$54.75 - $57.86 $119,081 - $125,845	2,175 Added 2.09%	106,040 $6.14 Million
Q4 2023 Feb 05, 2024	SELL	$51.51 - $55.33 $188,732 - $202,729	-3,664 Reduced 3.41%	103,865 $5.71 Million
Q3 2023 Nov 01, 2023	BUY	$53.5 - $55.92 $5.39 Million - $5.64 Million	100,771 Added 1491.14%	107,529 $5.76 Million
Q2 2023 Jul 31, 2023	BUY	$53.85 - $55.4 $76,520 - $78,723	1,421 Added 26.63%	6,758 $373,000
Q1 2023 May 10, 2023	SELL	$52.13 - $55.7 $38,367 - $40,995	-736 Reduced 12.12%	5,337 $291,000
Q4 2022 Feb 02, 2023	BUY	$50.88 - $56.78 $33,936 - $37,872	667 Added 12.34%	6,073 $330,000
Q3 2022 Nov 14, 2022	BUY	$51.23 - $57.83 $79,047 - $89,231	1,543 Added 39.94%	5,406 $277,000
Q2 2022 Aug 02, 2022	BUY	$52.86 - $62.23 $204,198 - $240,394	3,863 New	3,863 $214,000

Others Institutions Holding JEPI

# of Institutions

1,399

Shares Held

747M

Call Options Held

839K

Put Options Held

634K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
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Principle Wealth Partners LLC J P Morgan Exchange Traded Fd Transaction History