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

Selective Wealth Management, Inc.

$240 Million
Q1 2025

A detailed history of Selective Wealth Management, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 162,137 shares of JEPI stock, worth $8.9 Million. This represents 3.84% of its overall portfolio holdings.

Number of Shares

162,137

Previous 160,274 1.16%

Holding current value

$8.9 Million

Previous $9.22 Million 0.34%

% of portfolio

3.84%

Previous 3.73%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$56.17 - $59.71 $104,644 - $111,239	1,863 Added 1.16%	162,137 $9.19 Million
Q4 2024 Jan 15, 2025	BUY	$57.53 - $60.83 $51,949 - $54,929	903 Added 0.57%	160,274 $9.22 Million
Q3 2024 Oct 09, 2024	SELL	$54.98 - $59.51 $835,036 - $903,837	-15,188 Reduced 8.7%	159,371 $9.48 Million
Q2 2024 Jul 10, 2024	SELL	$55.45 - $57.39 $157,588 - $163,102	-2,842 Reduced 1.6%	174,559 $9.89 Million
Q1 2024 Apr 11, 2024	BUY	$54.75 - $57.86 $1.75 Million - $1.85 Million	31,914 Added 21.94%	177,401 $10.3 Million
Q4 2023 Jan 05, 2024	SELL	$51.51 - $55.33 $798,405 - $857,615	-15,500 Reduced 9.63%	145,487 $8 Million
Q3 2023 Oct 10, 2023	BUY	$53.5 - $55.92 $4.84 Million - $5.06 Million	90,420 Added 128.13%	160,987 $8.62 Million
Q2 2023 Jul 11, 2023	BUY	$53.85 - $55.4 $2.34 Million - $2.41 Million	43,528 Added 160.98%	70,567 $3.9 Million
Q4 2022 Jan 23, 2023	BUY	$50.88 - $56.78 $1.35 Million - $1.51 Million	26,539 Added 5307.8%	27,039 $0
Q2 2022 Jul 28, 2022	BUY	$52.86 - $62.23 $26,430 - $31,115	500 New	500 $28,000

Others Institutions Holding JEPI

# of Institutions

1,350

Shares Held

312M

Call Options Held

179K

Put Options Held

309K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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