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

Tritonpoint Wealth, LLC

$1.08 Trillion
Q2 2025

A detailed history of Tritonpoint Wealth, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Tritonpoint Wealth, LLC holds 20,757 shares of JEPI stock, worth $1.18 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

20,757

Previous 18,971 9.41%

Holding current value

$1.18 Million

Previous $1.08 Billion 8.86%

% of portfolio

0.11%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$51.14 - $57.0 $91,336 - $101,802	1,786 Added 9.41%	20,757 $1.18 Billion
Q1 2025 Apr 16, 2025	BUY	$56.17 - $59.71 $269,559 - $286,548	4,799 Added 33.86%	18,971 $1.08 Billion
Q4 2024 Jan 24, 2025	BUY	$57.53 - $60.83 $54,020 - $57,119	939 Added 7.1%	14,172 $821 Million
Q3 2024 Oct 28, 2024	BUY	$54.98 - $59.51 $70,649 - $76,470	1,285 Added 10.75%	13,233 $786 Million
Q2 2024 Aug 12, 2024	BUY	$55.45 - $57.39 $129,919 - $134,464	2,343 Added 24.39%	11,948 $677 Million
Q1 2024 Apr 25, 2024	BUY	$54.75 - $57.86 $35,204 - $37,203	643 Added 7.17%	9,605 $497 Million
Q4 2023 Jan 24, 2024	BUY	$51.51 - $55.33 $461,632 - $495,867	8,962 New	8,962 $497 Million

Others Institutions Holding JEPI

# of Institutions

1,400

Shares Held

748M

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