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

Summit Wealth Partners, LLC

  • $554 Billion
  • Q3 2025

A detailed history of Summit Wealth Partners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 80,351 shares of JEPI stock, worth $4.56 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares
80,351
Previous 78,889 1.85%
Holding current value
$4.56 Million
Previous $4.48 Billion 2.3%
% of portfolio
0.83%
Previous 0.86%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
BUY
$55.61 - $57.37 $81,301 - $83,874
1,462 Added 1.85%
80,351 $4.59 Billion
Q2 2025

Aug 11, 2025
BUY
$51.14 - $57.0 $342,126 - $381,330
6,690 Added 9.27%
78,889 $4.48 Billion
Q1 2025

May 06, 2025
SELL
$56.17 - $59.71 $64,651 - $68,726
-1,151 Reduced 1.57%
72,199 $4.13 Billion
Q4 2024

Jan 27, 2025
SELL
$57.53 - $60.83 $132,491 - $140,091
-2,303 Reduced 3.04%
73,350 $4.22 Billion
Q3 2024

Oct 28, 2024
SELL
$54.98 - $59.51 $70,099 - $75,875
-1,275 Reduced 1.66%
75,653 $4.5 Billion
Q2 2024

Sep 11, 2024
BUY
$55.45 - $57.39 $53,065 - $54,922
957 Added 1.26%
76,928 $4.36 Billion
Q1 2024

Sep 11, 2024
SELL
$54.75 - $57.86 $97,345 - $102,875
-1,778 Reduced 2.29%
75,971 $4.4 Billion
Q4 2023

Sep 11, 2024
SELL
$51.51 - $55.33 $371,850 - $399,427
-7,219 Reduced 8.5%
77,749 $4.27 Billion
Q3 2023

Sep 11, 2024
SELL
$53.5 - $55.92 $113,473 - $118,606
-2,121 Reduced 2.44%
84,968 $4.55 Billion
Q2 2023

Sep 11, 2024
BUY
$53.85 - $55.4 $310,229 - $319,159
5,761 Added 7.08%
87,089 $4.82 Billion
Q1 2023

Sep 11, 2024
BUY
$52.13 - $55.7 $181,829 - $194,281
3,488 Added 4.48%
81,328 $4.44 Billion
Q4 2022

Sep 11, 2024
BUY
$50.88 - $56.78 $509,919 - $569,049
10,022 Added 14.78%
77,840 $4.24 Billion
Q3 2022

Sep 11, 2024
BUY
$51.23 - $57.83 $575,107 - $649,199
11,226 Added 19.84%
67,818 $3.47 Billion
Q2 2022

Sep 11, 2024
BUY
$52.86 - $62.23 $1.95 Million - $2.29 Million
36,864 Added 186.86%
56,592 $3.14 Billion
Q1 2022

Sep 11, 2024
BUY
$58.11 - $63.04 $786,053 - $852,742
13,527 Added 218.14%
19,728 $1.21 Billion
Q4 2021

Sep 10, 2024
BUY
$59.34 - $63.61 $367,967 - $394,445
6,201 New
6,201 $392 Million

Others Institutions Holding JEPI

# of Institutions
1,434
Shares Held
333M
Call Options Held
737K
Put Options Held
636K
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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