Simplicity Wealth,Llc J P Morgan Exchange Traded Fd Transaction History

Simplicity Wealth,Llc

$2.26 Billion
Q2 2025

A detailed history of Simplicity Wealth,Llc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Simplicity Wealth,Llc holds 27,567 shares of JEPI stock, worth $1.58 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

27,567

Previous 29,127 5.36%

Holding current value

$1.58 Million

Previous $1.65 Million 5.03%

% of portfolio

0.07%

Previous 0.14%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	SELL	$51.14 - $57.0 $79,778 - $88,920	-1,560 Reduced 5.36%	27,567 $1.57 Million
Q1 2025 Apr 14, 2025	BUY	$56.17 - $59.71 $839,179 - $892,067	14,940 Added 105.31%	29,127 $1.65 Million
Q4 2024 Feb 07, 2025	SELL	$57.53 - $60.83 $48,785 - $51,583	-848 Reduced 5.64%	14,187 $816,000
Q3 2024 Oct 09, 2024	SELL	$54.98 - $59.51 $3.53 Million - $3.82 Million	-64,206 Reduced 81.03%	15,035 $894,000
Q2 2024 Jul 10, 2024	BUY	$55.45 - $57.39 $257,288 - $266,289	4,640 Added 6.22%	79,241 $4.49 Million
Q1 2024 Apr 24, 2024	BUY	$54.75 - $57.86 $4.08 Million - $4.32 Million	74,601 New	74,601 $4.32 Million

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

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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Simplicity Wealth,Llc J P Morgan Exchange Traded Fd Transaction History