Strategies Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Strategies Wealth Advisors, LLC

  • $916 Billion
  • Q2 2025

A detailed history of Strategies Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 4,900 shares of JEPI stock, worth $277,487. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,900
Previous 4,777 2.57%
Holding current value
$277,487
Previous $273 Million 2.07%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Aug 08, 2025
BUY
$51.14 - $57.0 $6,290 - $7,011
123 Added 2.57%
4,900 $279 Million
Q1 2025

May 14, 2025
BUY
$56.17 - $59.71 $1,516 - $1,612
27 Added 0.57%
4,777 $273 Million
Q4 2024

Feb 13, 2025
BUY
$57.53 - $60.83 $8,629 - $9,124
150 Added 3.26%
4,750 $281 Million
Q3 2024

Oct 07, 2024
BUY
$54.98 - $59.51 $4,453 - $4,820
81 Added 1.79%
4,600 $274 Million
Q2 2024

Jul 29, 2024
BUY
$55.45 - $57.39 $250,578 - $259,345
4,519 New
4,519 $256 Million

Others Institutions Holding JEPI

# of Institutions
1,415
Shares Held
345M
Call Options Held
839K
Put Options Held
640K
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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