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

Triad Wealth Partners, LLC

  • $322 Billion
  • Q1 2025

A detailed history of Triad Wealth Partners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 7,117 shares of JEPI stock, worth $390,580. This represents 0.13% of its overall portfolio holdings.

Number of Shares
7,117
Previous 8,876 19.82%
Holding current value
$390,580
Previous $511 Million 20.36%
% of portfolio
0.13%
Previous 0.18%

Shares

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

May 14, 2025
SELL
$56.17 - $59.71 $98,803 - $105,029
-1,759 Reduced 19.82%
7,117 $407 Million
Q4 2024

Feb 06, 2025
BUY
$57.53 - $60.83 $510,636 - $539,927
8,876 New
8,876 $511 Million
Q2 2024

Jul 18, 2024
BUY
$55.45 - $57.39 $142,340 - $147,320
2,567 Added 51.14%
7,587 $430 Million
Q1 2024

Apr 23, 2024
BUY
$54.75 - $57.86 $274,845 - $290,457
5,020 New
5,020 $290 Million

Others Institutions Holding JEPI

# of Institutions
1,363
Shares Held
327M
Call Options Held
221K
Put Options Held
315K
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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