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

Rezny Wealth Management, Inc.

$381 Million
Q1 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 268,387 shares of JEPI stock, worth $15.1 Million. This represents 4.03% of its overall portfolio holdings.

Number of Shares

268,387

Previous 237,466 13.02%

Holding current value

$15.1 Million

Previous $13.7 Million 12.25%

% of portfolio

4.03%

Previous 3.39%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,367

Shares Held

334M

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Rezny Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Rezny Wealth Management, Inc. with notifications on news.

Account

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