Transform Wealth, LLC J P Morgan Exchange Traded Fd Transaction History

Transform Wealth, LLC

  • $1.6 Billion
  • Q1 2025

A detailed history of Transform Wealth, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Transform Wealth, LLC holds 9,594 shares of JEPI stock, worth $544,363. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,594
Previous 26,887 64.32%
Holding current value
$544,363
Previous $1.55 Million 64.88%
% of portfolio
0.03%
Previous 0.09%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
SELL
$56.17 - $59.71 $971,347 - $1.03 Million
-17,293 Reduced 64.32%
9,594 $543,000
Q4 2024

Jan 16, 2025
BUY
$57.53 - $60.83 $1.01 Million - $1.07 Million
17,606 Added 189.7%
26,887 $1.55 Million
Q3 2024

Oct 15, 2024
SELL
$54.98 - $59.51 $2.42 Million - $2.62 Million
-43,990 Reduced 82.58%
9,281 $552,000
Q2 2024

Jul 15, 2024
SELL
$55.45 - $57.39 $172,671 - $178,712
-3,114 Reduced 5.52%
53,271 $3.02 Million
Q1 2024

Apr 15, 2024
SELL
$54.75 - $57.86 $780,735 - $825,083
-14,260 Reduced 20.19%
56,385 $3.26 Million
Q4 2023

Jan 18, 2024
SELL
$51.51 - $55.33 $105,956 - $113,813
-2,057 Reduced 2.83%
70,645 $3.88 Million
Q3 2023

Oct 10, 2023
SELL
$53.5 - $55.92 $1.59 Million - $1.67 Million
-29,808 Reduced 29.08%
72,702 $3.89 Million
Q2 2023

Jul 13, 2023
SELL
$53.85 - $55.4 $7.02 Million - $7.23 Million
-130,447 Reduced 56.0%
102,510 $5.67 Million
Q1 2023

Apr 14, 2023
BUY
$52.13 - $55.7 $11.8 Million - $12.6 Million
226,526 Added 3522.41%
232,957 $12.7 Million
Q4 2022

Jan 12, 2023
BUY
$50.88 - $56.78 $2,391 - $2,668
47 Added 0.74%
6,431 $0
Q3 2022

Oct 21, 2022
BUY
$51.23 - $57.83 $26,332 - $29,724
514 Added 8.76%
6,384 $327,000
Q2 2022

Jul 15, 2022
BUY
$52.86 - $62.23 $96,839 - $114,005
1,832 Added 45.37%
5,870 $325,000
Q1 2022

Apr 25, 2022
BUY
$58.11 - $63.04 $234,648 - $254,555
4,038 New
4,038 $248,000

Others Institutions Holding JEPI

# of Institutions
1,433
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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