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

Summit Financial Wealth Advisors, LLC

$609 Million
Q3 2025

A detailed history of Summit Financial Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 91,522 shares of JEPI stock, worth $5.21 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares

91,522

Previous 86,110 6.28%

Holding current value

$5.21 Million

Previous $4.9 Million 6.37%

% of portfolio

0.85%

Previous 0.91%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 03, 2025	BUY	$55.61 - $57.37 $300,961 - $310,486	5,412 Added 6.28%	91,522 $5.21 Million
Q2 2025 Sep 29, 2025	BUY	$51.14 - $57.0 $144,726 - $161,310	2,830 Added 3.4%	86,110 $4.9 Million
Q1 2025 May 14, 2025	BUY	$56.17 - $59.71 $137,672 - $146,349	2,451 Added 3.03%	83,280 $4.76 Million
Q4 2024 Feb 13, 2025	BUY	$57.53 - $60.83 $538,998 - $569,916	9,369 Added 13.11%	80,829 $4.65 Million
Q3 2024 Nov 13, 2024	BUY	$54.98 - $59.51 $989,365 - $1.07 Million	17,995 Added 33.66%	71,460 $4.25 Million
Q2 2024 Aug 12, 2024	BUY	$55.45 - $57.39 $1.02 Million - $1.05 Million	18,355 Added 52.28%	53,465 $3.03 Million
Q1 2024 May 02, 2024	BUY	$54.75 - $57.86 $1.33 Million - $1.4 Million	24,235 Added 222.85%	35,110 $2.03 Million
Q3 2023 Nov 13, 2023	BUY	$53.5 - $55.92 $581,812 - $608,130	10,875 New	10,875 $582,000

Others Institutions Holding JEPI

# of Institutions

1,402

Shares Held

747M

Call Options Held

839K

Put Options Held

634K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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