Sagespring Wealth Partners, LLC J P Morgan Exchange Traded Fd Transaction History

Sagespring Wealth Partners, LLC

  • $4.64 Trillion
  • Q2 2025

A detailed history of Sagespring Wealth Partners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Sagespring Wealth Partners, LLC holds 27,219 shares of JEPI stock, worth $1.53 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
27,219
Previous 135,467 79.91%
Holding current value
$1.53 Million
Previous $7.74 Billion 80.01%
% of portfolio
0.03%
Previous 0.2%

Shares

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

Jul 28, 2025
SELL
$51.14 - $57.0 $5.54 Million - $6.17 Million
-108,248 Reduced 79.91%
27,219 $1.55 Billion
Q1 2025

Apr 17, 2025
BUY
$56.17 - $59.71 $749,251 - $796,471
13,339 Added 10.92%
135,467 $7.74 Billion
Q4 2024

Feb 13, 2025
BUY
$57.53 - $60.83 $7.03 Million - $7.43 Million
122,128 New
122,128 $7.03 Billion

Others Institutions Holding JEPI

# of Institutions
1,389
Shares Held
737M
Call Options Held
511K
Put Options Held
363K
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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