Smart Wealth LLC J P Morgan Exchange Traded Fd Transaction History

Smart Wealth LLC

$279 Billion
Q1 2025

A detailed history of Smart Wealth LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Smart Wealth LLC holds 124,866 shares of JEPI stock, worth $6.85 Million. This represents 2.56% of its overall portfolio holdings.

Number of Shares

124,866

Previous 108,434 15.15%

Holding current value

$6.85 Million

Previous $6.24 Billion 14.37%

% of portfolio

2.56%

Previous 2.22%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$56.17 - $59.71 $922,985 - $981,154	16,432 Added 15.15%	124,866 $7.13 Billion
Q4 2024 Jan 28, 2025	BUY	$57.53 - $60.83 $1.3 Million - $1.38 Million	22,663 Added 26.42%	108,434 $6.24 Billion
Q3 2024 Dec 13, 2024	BUY	$54.98 - $59.51 $525,773 - $569,094	9,563 Added 12.55%	85,771 $5.1 Billion
Q2 2024 Dec 13, 2024	BUY	$55.45 - $57.39 $937,493 - $970,292	16,907 Added 28.51%	76,208 $4.32 Billion
Q1 2024 Dec 13, 2024	BUY	$54.75 - $57.86 $2.99 Million - $3.16 Million	54,671 Added 1180.8%	59,301 $3.43 Billion
Q4 2023 Dec 13, 2024	BUY	$51.51 - $55.33 $238,491 - $256,177	4,630 New	4,630 $255 Million

Others Institutions Holding JEPI

# of Institutions

1,352

Shares Held

313M

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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