San Luis Wealth Advisors LLC J P Morgan Exchange Traded Fd Transaction History

San Luis Wealth Advisors LLC

  • $465 Million
  • Q2 2025

A detailed history of San Luis Wealth Advisors LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 46,149 shares of JEPI stock, worth $2.58 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
46,149
Previous 46,169 0.04%
Holding current value
$2.58 Million
Previous $2.64 Million 0.53%
% of portfolio
0.56%
Previous 0.6%

Shares

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

Jul 17, 2025
SELL
$51.14 - $57.0 $1,022 - $1,140
-20 Reduced 0.04%
46,149 $2.62 Million
Q1 2025

Apr 18, 2025
BUY
$56.17 - $59.71 $2.59 Million - $2.76 Million
46,169 New
46,169 $2.64 Million

Others Institutions Holding JEPI

# of Institutions
1,385
Shares Held
735M
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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