Rmr Wealth Builders J P Morgan Exchange Traded Fd Transaction History

Rmr Wealth Builders

  • $1.08 Billion
  • Q2 2025

A detailed history of Rmr Wealth Builders transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Rmr Wealth Builders holds 4,321 shares of JEPI stock, worth $247,377. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,321
Previous 5,127 15.72%
Holding current value
$247,377
Previous $290,000 15.52%
% of portfolio
0.02%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 08, 2025
SELL
$51.14 - $57.0 $41,218 - $45,942
-806 Reduced 15.72%
4,321 $245,000
Q1 2025

Apr 16, 2025
BUY
$56.17 - $59.71 $17,749 - $18,868
316 Added 6.57%
5,127 $290,000
Q4 2024

Jan 10, 2025
BUY
$57.53 - $60.83 $276,776 - $292,653
4,811 New
4,811 $276,000

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

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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