Schwarz Dygos Wheeler Investment Advisors LLC J P Morgan Exchange Traded Fd Transaction History

Schwarz Dygos Wheeler Investment Advisors LLC

  • $428 Million
  • Q2 2025

A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 26,543 shares of JEPI stock, worth $1.51 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
26,543
Previous 25,605 3.66%
Holding current value
$1.51 Million
Previous $1.46 Million 3.08%
% of portfolio
0.35%
Previous 0.35%

Shares

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

Aug 08, 2025
BUY
$51.14 - $57.0 $47,969 - $53,466
938 Added 3.66%
26,543 $1.51 Million
Q1 2025

May 02, 2025
BUY
$56.17 - $59.71 $233,498 - $248,214
4,157 Added 19.38%
25,605 $1.46 Million
Q4 2024

Feb 07, 2025
BUY
$57.53 - $60.83 $219,131 - $231,701
3,809 Added 21.59%
21,448 $1.23 Million
Q3 2024

Nov 08, 2024
BUY
$54.98 - $59.51 $23,421 - $25,351
426 Added 2.47%
17,639 $1.05 Million
Q2 2024

Aug 02, 2024
BUY
$55.45 - $57.39 $174,057 - $180,147
3,139 Added 22.3%
17,213 $975,000
Q1 2024

May 03, 2024
BUY
$54.75 - $57.86 $194,691 - $205,750
3,556 Added 33.81%
14,074 $814,000
Q4 2023

Feb 02, 2024
BUY
$51.51 - $55.33 $121,666 - $130,689
2,362 Added 28.96%
10,518 $578,000
Q3 2023

Nov 03, 2023
BUY
$53.5 - $55.92 $436,346 - $456,083
8,156 New
8,156 $436,000

Others Institutions Holding JEPI

# of Institutions
1,400
Shares Held
747M
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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