Resolute Wealth Strategies, LLC J P Morgan Exchange Traded Fd Transaction History

Resolute Wealth Strategies, LLC

  • $219 Billion
  • Q3 2025

A detailed history of Resolute Wealth Strategies, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Resolute Wealth Strategies, LLC holds 14,187 shares of JEPI stock, worth $804,970. This represents 0.37% of its overall portfolio holdings.

Number of Shares
14,187
Previous 17,114 17.1%
Holding current value
$804,970
Previous $973 Million 16.74%
% of portfolio
0.37%
Previous 0.52%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$55.61 - $57.37 $162,770 - $167,921
-2,927 Reduced 17.1%
14,187 $810 Million
Q2 2025

Aug 12, 2025
BUY
$51.14 - $57.0 $17,029 - $18,981
333 Added 1.98%
17,114 $973 Million
Q1 2025

May 07, 2025
SELL
$56.17 - $59.71 $34,039 - $36,184
-606 Reduced 3.49%
16,781 $959 Million
Q4 2024

Feb 06, 2025
SELL
$57.53 - $60.83 $109,019 - $115,272
-1,895 Reduced 9.83%
17,387 $1 Billion
Q3 2024

Nov 12, 2024
SELL
$54.98 - $59.51 $156,802 - $169,722
-2,852 Reduced 12.89%
19,282 $1.15 Billion
Q2 2024

Aug 13, 2024
SELL
$55.45 - $57.39 $151,544 - $156,846
-2,733 Reduced 10.99%
22,134 $1.25 Billion
Q1 2024

May 14, 2024
SELL
$54.75 - $57.86 $30,003 - $31,707
-548 Reduced 2.16%
24,867 $1.44 Billion
Q4 2023

Feb 06, 2024
BUY
$51.51 - $55.33 $12,001 - $12,891
233 Added 0.93%
25,415 $1.4 Billion
Q3 2023

Nov 13, 2023
BUY
$53.5 - $55.92 $66,661 - $69,676
1,246 Added 5.21%
25,182 $1.35 Billion
Q2 2023

Aug 08, 2023
BUY
$53.85 - $55.4 $12,439 - $12,797
231 Added 0.97%
23,936 $1.32 Billion
Q1 2023

May 04, 2023
BUY
$52.13 - $55.7 $1.24 Million - $1.32 Million
23,705 New
23,705 $1.29 Billion

Others Institutions Holding JEPI

# of Institutions
1,434
Shares Held
333M
Call Options Held
737K
Put Options Held
636K
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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