Prosperity Financial Group, Inc. J P Morgan Exchange Traded Fd Transaction History

Prosperity Financial Group, Inc.

$235 Billion
Q2 2025

A detailed history of Prosperity Financial Group, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Prosperity Financial Group, Inc. holds 51,640 shares of JEPI stock, worth $2.96 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares

51,640

Previous 48,742 5.95%

Holding current value

$2.96 Million

Previous $2.79 Billion 5.41%

% of portfolio

1.25%

Previous 1.39%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$51.14 - $57.0 $148,203 - $165,186	2,898 Added 5.95%	51,640 $2.94 Billion
Q1 2025 May 15, 2025	BUY	$56.17 - $59.71 $244,676 - $260,096	4,356 Added 9.81%	48,742 $2.79 Billion
Q4 2024 Feb 07, 2025	BUY	$57.53 - $60.83 $70,992 - $75,064	1,234 Added 2.86%	44,386 $2.55 Billion
Q3 2024 Nov 12, 2024	BUY	$54.98 - $59.51 $55,309 - $59,867	1,006 Added 2.39%	43,152 $2.57 Billion
Q2 2024 Aug 13, 2024	BUY	$55.45 - $57.39 $97,980 - $101,408	1,767 Added 4.38%	42,146 $2.39 Billion
Q1 2024 May 15, 2024	SELL	$54.75 - $57.86 $1.67 Million - $1.77 Million	-30,533 Reduced 43.06%	40,379 $2.34 Billion
Q4 2023 Feb 14, 2024	SELL	$51.51 - $55.33 $114,558 - $123,053	-2,224 Reduced 3.04%	70,912 $3.9 Billion
Q3 2023 Nov 07, 2023	BUY	$53.5 - $55.92 $1.59 Million - $1.67 Million	29,794 Added 68.74%	73,136 $3.92 Billion
Q2 2023 Sep 12, 2023	BUY	$53.85 - $55.4 $56,811 - $58,447	1,055 Added 2.49%	43,342 $2.4 Billion
Q1 2023 Sep 12, 2023	BUY	$52.13 - $55.7 $721,218 - $770,609	13,835 Added 48.63%	42,287 $2.31 Billion
Q4 2022 Sep 12, 2023	BUY	$50.88 - $56.78 $1.45 Million - $1.62 Million	28,452 New	28,452 $1.55 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
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Prosperity Financial Group, Inc. J P Morgan Exchange Traded Fd Transaction History