Td Private Client Wealth LLC J P Morgan Exchange Traded Fd Transaction History

Td Private Client Wealth LLC

  • $4.07 Trillion
  • Q2 2025

A detailed history of Td Private Client Wealth LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Td Private Client Wealth LLC holds 2,977 shares of JEPI stock, worth $169,599. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,977
Previous 1,691 76.05%
Holding current value
$169,599
Previous $96.6 Million 75.16%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 15, 2025
BUY
$51.14 - $57.0 $65,766 - $73,302
1,286 Added 76.05%
2,977 $169 Million
Q4 2024

Feb 11, 2025
SELL
$57.53 - $60.83 $1,553 - $1,642
-27 Reduced 1.57%
1,691 $97.3 Million
Q3 2024

Nov 18, 2024
SELL
$54.98 - $59.51 $38,705 - $41,895
-704 Reduced 29.07%
1,718 $102 Million
Q2 2024

Aug 14, 2024
BUY
$55.45 - $57.39 $134,299 - $138,998
2,422 New
2,422 $137 Million
Q1 2024

Aug 16, 2024
BUY
$54.75 - $57.86 $83,548 - $88,294
1,526 Added 376.79%
1,931 $112 Million
Q4 2023

Aug 16, 2024
SELL
$51.51 - $55.33 $13,804 - $14,828
-268 Reduced 39.82%
405 $22.3 Million
Q2 2023

Aug 16, 2024
SELL
$53.85 - $55.4 $2,423 - $2,493
-45 Reduced 6.27%
673 $37.2 Million
Q1 2023

Aug 16, 2024
SELL
$52.13 - $55.7 $1,146 - $1,225
-22 Reduced 2.97%
718 $39.2 Million
Q3 2022

Aug 16, 2024
SELL
$51.23 - $57.83 $92,982 - $104,961
-1,815 Reduced 71.04%
740 $37.9 Million
Q2 2022

Aug 16, 2024
BUY
$52.86 - $62.23 $117,560 - $138,399
2,224 Added 671.9%
2,555 $142 Million
Q1 2022

Aug 16, 2024
SELL
$58.11 - $63.04 $121,508 - $131,816
-2,091 Reduced 86.33%
331 $20.3 Million

Others Institutions Holding JEPI

# of Institutions
1,400
Shares Held
747M
Call Options Held
839K
Put Options Held
634K
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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