Spire Wealth Management J P Morgan Exchange Traded Fd Transaction History

Spire Wealth Management

$3.02 Billion
Q1 2025

A detailed history of Spire Wealth Management transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Spire Wealth Management holds 151,225 shares of JEPI stock, worth $8.48 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

151,225

Previous 119,674 26.36%

Holding current value

$8.48 Million

Previous $6.88 Million 25.51%

% of portfolio

0.29%

Previous 0.22%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$56.17 - $59.71 $1.77 Million - $1.88 Million	31,551 Added 26.36%	151,225 $8.64 Million
Q4 2024 Jan 24, 2025	BUY	$57.53 - $60.83 $362,899 - $383,715	6,308 Added 5.56%	119,674 $6.88 Million
Q3 2024 Oct 15, 2024	BUY	$54.98 - $59.51 $305,853 - $331,054	5,563 Added 5.16%	113,366 $6.75 Million
Q2 2024 Jul 31, 2024	SELL	$55.45 - $57.39 $11 Million - $11.3 Million	-197,741 Reduced 64.72%	107,803 $6.11 Million
Q1 2024 Apr 24, 2024	BUY	$54.75 - $57.86 $1.27 Million - $1.35 Million	23,248 Added 8.24%	305,544 $17.7 Million
Q4 2023 Feb 06, 2024	BUY	$51.51 - $55.33 $1.99 Million - $2.14 Million	38,643 Added 15.86%	282,296 $15.5 Million
Q3 2023 Nov 08, 2023	BUY	$53.5 - $55.92 $1.33 Million - $1.39 Million	24,920 Added 11.39%	243,653 $13.1 Million
Q2 2023 Aug 09, 2023	BUY	$53.85 - $55.4 $1.63 Million - $1.68 Million	30,269 Added 16.06%	218,733 $12.1 Million
Q1 2023 May 09, 2023	BUY	$52.13 - $55.7 $5.47 Million - $5.85 Million	104,978 Added 125.74%	188,464 $10.3 Million
Q4 2022 Feb 03, 2023	BUY	$50.88 - $56.78 $1.32 Million - $1.47 Million	25,914 Added 45.01%	83,486 $4.55 Million
Q3 2022 Nov 07, 2022	SELL	$51.23 - $57.83 $878,645 - $991,842	-17,151 Reduced 22.95%	57,572 $2.95 Million
Q2 2022 Jul 22, 2022	SELL	$52.86 - $62.23 $3.84 Million - $4.52 Million	-72,565 Reduced 49.27%	74,723 $4.14 Million
Q1 2022 Apr 18, 2022	BUY	$58.11 - $63.04 $1.04 Million - $1.13 Million	17,860 Added 13.8%	147,288 $9.1 Million
Q4 2021 Jan 14, 2022	BUY	$59.34 - $63.61 $923,686 - $990,153	15,566 Added 13.67%	129,428 $8.18 Million
Q3 2021 Oct 22, 2021	BUY	$59.61 - $62.63 $64,319 - $67,577	1,079 Added 0.96%	113,862 $6.82 Million
Q2 2021 Jul 26, 2021	BUY	$57.89 - $60.58 $1.12 Million - $1.17 Million	19,274 Added 20.61%	112,783 $6.83 Million
Q1 2021 May 21, 2021	BUY	$54.44 - $58.32 $5.09 Million - $5.45 Million	93,509 New	93,509 $5.44 Million

Others Institutions Holding JEPI

# of Institutions

1,369

Shares Held

334M

Call Options Held

511K

Put Options Held

363K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
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Spire Wealth Management J P Morgan Exchange Traded Fd Transaction History