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

Unique Wealth, LLC

  • $682 Billion
  • Q3 2025

A detailed history of Unique Wealth, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Unique Wealth, LLC holds 18,955 shares of JEPI stock, worth $1.08 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
18,955
Previous 26,788 29.24%
Holding current value
$1.08 Million
Previous $1.52 Billion 28.93%
% of portfolio
0.16%
Previous 0.25%

Shares

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

Oct 21, 2025
SELL
$55.61 - $57.37 $435,593 - $449,379
-7,833 Reduced 29.24%
18,955 $1.08 Billion
Q2 2025

Jul 22, 2025
SELL
$51.14 - $57.0 $349,593 - $389,652
-6,836 Reduced 20.33%
26,788 $1.52 Billion
Q1 2025

Apr 11, 2025
SELL
$56.17 - $59.71 $717,234 - $762,436
-12,769 Reduced 27.52%
33,624 $1.92 Billion
Q4 2024

Jan 13, 2025
SELL
$57.53 - $60.83 $519,841 - $549,659
-9,036 Reduced 16.3%
46,393 $2.67 Billion
Q3 2024

Oct 03, 2024
SELL
$54.98 - $59.51 $2.22 Million - $2.4 Million
-40,305 Reduced 42.1%
55,429 $3.3 Billion
Q2 2024

Jul 18, 2024
SELL
$55.45 - $57.39 $571,190 - $591,174
-10,301 Reduced 9.71%
95,734 $5.43 Billion
Q1 2024

Apr 11, 2024
SELL
$54.75 - $57.86 $5.22 Million - $5.51 Million
-95,278 Reduced 47.33%
106,035 $6.14 Billion
Q4 2023

Jan 11, 2024
BUY
$51.51 - $55.33 $1.1 Million - $1.18 Million
21,304 Added 11.83%
201,313 $11.1 Billion
Q3 2023

Oct 10, 2023
BUY
$53.5 - $55.92 $150,388 - $157,191
2,811 Added 1.59%
180,009 $9.64 Billion
Q2 2023

Jul 21, 2023
BUY
$53.85 - $55.4 $1.2 Million - $1.24 Million
22,325 Added 14.42%
177,198 $9.8 Billion
Q1 2023

Apr 20, 2023
BUY
$52.13 - $55.7 $1.06 Million - $1.13 Million
20,317 Added 15.1%
154,873 $8.46 Billion
Q4 2022

Jan 25, 2023
BUY
$50.88 - $56.78 $6.85 Million - $7.64 Million
134,556 New
134,556 $7.33 Billion

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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