Soa Wealth Advisors, Llc. J P Morgan Exchange Traded Fd Transaction History

Soa Wealth Advisors, Llc.

  • $897 Million
  • Q2 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 50,366 shares of JEPI stock, worth $2.89 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
50,366
Previous 70,522 28.58%
Holding current value
$2.89 Million
Previous $4 Million 28.37%
% of portfolio
0.32%
Previous 0.47%

Shares

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

Jul 18, 2025
SELL
$51.14 - $57.0 $1.03 Million - $1.15 Million
-20,156 Reduced 28.58%
50,366 $2.86 Million
Q1 2025

Apr 14, 2025
BUY
$56.17 - $59.71 $3.96 Million - $4.21 Million
70,522 New
70,522 $4 Million
Q1 2024

Apr 10, 2024
BUY
$54.75 - $57.86 $2,299 - $2,430
42 New
42 $2,000

Others Institutions Holding JEPI

# of Institutions
1,387
Shares Held
732M
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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