Sk Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History

Sk Wealth Management, LLC

  • $231 Billion
  • Q2 2025

A detailed history of Sk Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Sk Wealth Management, LLC holds 378,881 shares of JEPI stock, worth $21.7 Million. This represents 9.34% of its overall portfolio holdings.

Number of Shares
378,881
Previous 367,985 2.96%
Holding current value
$21.7 Million
Previous $19.4 Billion 11.05%
% of portfolio
9.34%
Previous 10.41%

Shares

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

Jul 10, 2025
BUY
$51.14 - $57.0 $557,221 - $621,072
10,896 Added 2.96%
378,881 $21.5 Billion
Q1 2025

Apr 22, 2025
SELL
$56.17 - $59.71 $1.58 Million - $1.68 Million
-28,128 Reduced 7.1%
367,985 $19.4 Billion
Q4 2024

Mar 03, 2025
BUY
$57.53 - $60.83 $313,768 - $331,766
5,454 Added 1.4%
396,113 $22.8 Billion
Q3 2024

Dec 30, 2024
BUY
$54.98 - $59.51 $21.5 Million - $23.2 Million
390,659 New
390,659 $22.8 Billion

Others Institutions Holding JEPI

# of Institutions
1,382
Shares Held
726M
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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