Rezny Wealth Management, Inc. J P Morgan Exchange Traded Fd Transaction History

Rezny Wealth Management, Inc.

$436 Million
Q2 2025

A detailed history of Rezny Wealth Management, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Rezny Wealth Management, Inc. holds 278,617 shares of JEPI stock, worth $15.6 Million. This represents 3.63% of its overall portfolio holdings.

Number of Shares

278,617

Previous 268,387 3.81%

Holding current value

$15.6 Million

Previous $15.3 Million 3.29%

% of portfolio

3.63%

Previous 4.03%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	$51.14 - $57.0 $523,162 - $583,110	10,230 Added 3.81%	278,617 $15.8 Million
Q1 2025 May 12, 2025	BUY	$56.17 - $59.71 $1.74 Million - $1.85 Million	30,921 Added 13.02%	268,387 $15.3 Million
Q4 2024 Jan 16, 2025	BUY	$57.53 - $60.83 $243,121 - $257,067	4,226 Added 1.81%	237,466 $13.7 Million
Q3 2024 Nov 14, 2024	BUY	$54.98 - $59.51 $147,181 - $159,308	2,677 Added 1.16%	233,240 $13.9 Million
Q2 2024 Jul 24, 2024	SELL	$55.45 - $57.39 $144,447 - $149,500	-2,605 Reduced 1.12%	230,563 $13.1 Million
Q1 2024 Apr 15, 2024	SELL	$54.75 - $57.86 $206,079 - $217,785	-3,764 Reduced 1.59%	233,168 $13.5 Million
Q4 2023 Feb 12, 2024	BUY	$51.51 - $55.33 $5.85 Million - $6.28 Million	113,545 Added 92.02%	236,932 $13 Million
Q3 2023 Oct 19, 2023	BUY	$53.5 - $55.92 $23,058 - $24,101	431 Added 0.35%	123,387 $6.61 Million
Q2 2023 Jul 28, 2023	BUY	$53.85 - $55.4 $229,777 - $236,391	4,267 Added 3.6%	122,956 $6.8 Million
Q1 2023 May 08, 2023	BUY	$52.13 - $55.7 $6.19 Million - $6.61 Million	118,689 New	118,689 $6.48 Million

Others Institutions Holding JEPI

# of Institutions

1,390

Shares Held

736M

Call Options Held

511K

Put Options Held

363K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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Rezny Wealth Management, Inc. J P Morgan Exchange Traded Fd Transaction History