Solutions 4 Wealth, LTD J P Morgan Exchange Traded Fd Transaction History

Solutions 4 Wealth, LTD

$64.4 Billion
Q3 2025

A detailed history of Solutions 4 Wealth, LTD transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Solutions 4 Wealth, LTD holds 25,440 shares of JEPI stock, worth $1.44 Million. This represents 2.25% of its overall portfolio holdings.

Number of Shares

25,440

Previous 19,030 33.68%

Holding current value

$1.44 Million

Previous $1.08 Billion 34.27%

% of portfolio

2.25%

Previous 1.8%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$55.61 - $57.37 $356,460 - $367,741	6,410 Added 33.68%	25,440 $1.45 Billion
Q2 2025 Aug 13, 2025	BUY	$51.14 - $57.0 $183,541 - $204,573	3,589 Added 23.24%	19,030 $1.08 Billion
Q1 2025 May 09, 2025	BUY	$56.17 - $59.71 $10,279 - $10,926	183 Added 1.2%	15,441 $882 Million
Q4 2024 Jan 28, 2025	BUY	$57.53 - $60.83 $16,511 - $17,458	287 Added 1.92%	15,258 $878 Million
Q3 2024 Nov 14, 2024	BUY	$54.98 - $59.51 $14,129 - $15,294	257 Added 1.75%	14,971 $891 Million
Q2 2024 Aug 14, 2024	BUY	$55.45 - $57.39 $564,591 - $584,344	10,182 Added 224.67%	14,714 $834 Million
Q1 2024 May 02, 2024	BUY	$54.75 - $57.86 $4,489 - $4,744	82 Added 1.84%	4,532 $262 Million
Q4 2023 Feb 06, 2024	BUY	$51.51 - $55.33 $229,219 - $246,218	4,450 New	4,450 $245 Million

Others Institutions Holding JEPI

# of Institutions

1,431

Shares Held

333M

Call Options Held

737K

Put Options Held

636K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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Solutions 4 Wealth, LTD J P Morgan Exchange Traded Fd Transaction History