Visionary Wealth Advisors J P Morgan Exchange Traded Fd Transaction History

Visionary Wealth Advisors

$1.56 Billion
Q1 2025

A detailed history of Visionary Wealth Advisors transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Visionary Wealth Advisors holds 237,248 shares of JEPI stock, worth $13.5 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares

237,248

Previous 245,382 3.31%

Holding current value

$13.5 Million

Previous $14.1 Million 3.97%

% of portfolio

0.87%

Previous 0.87%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$56.17 - $59.71 $456,886 - $485,681	-8,134 Reduced 3.31%	237,248 $13.6 Million
Q4 2024 Feb 13, 2025	BUY	$57.53 - $60.83 $1.07 Million - $1.13 Million	18,547 Added 8.18%	245,382 $14.1 Million
Q3 2024 Nov 12, 2024	BUY	$54.98 - $59.51 $3.06 Million - $3.31 Million	55,679 Added 32.53%	226,835 $13.5 Million
Q2 2024 Aug 13, 2024	BUY	$55.45 - $57.39 $4.16 Million - $4.3 Million	74,986 Added 77.97%	171,156 $9.7 Million
Q1 2024 May 15, 2024	BUY	$54.75 - $57.86 $787,305 - $832,026	14,380 Added 17.58%	96,170 $5.56 Million
Q4 2023 Feb 14, 2024	SELL	$51.51 - $55.33 $1.11 Million - $1.2 Million	-21,606 Reduced 20.9%	81,790 $4.5 Million
Q3 2023 Nov 13, 2023	SELL	$53.5 - $55.92 $155,043 - $162,056	-2,898 Reduced 2.73%	103,396 $5.54 Million
Q2 2023 Aug 11, 2023	SELL	$53.85 - $55.4 $1.11 Million - $1.15 Million	-20,688 Reduced 16.29%	106,294 $5.88 Million
Q1 2023 May 15, 2023	BUY	$52.13 - $55.7 $1.08 Million - $1.15 Million	20,664 Added 19.44%	126,982 $6.93 Million
Q4 2022 Feb 13, 2023	BUY	$50.88 - $56.78 $1.24 Million - $1.38 Million	24,324 Added 29.67%	106,318 $5.79 Million
Q3 2022 Nov 14, 2022	BUY	$51.23 - $57.83 $445,342 - $502,716	8,693 Added 11.86%	81,994 $4.2 Million
Q2 2022 Aug 12, 2022	BUY	$52.86 - $62.23 $2.11 Million - $2.48 Million	39,845 Added 119.1%	73,301 $4.07 Million
Q1 2022 May 12, 2022	BUY	$58.11 - $63.04 $746,132 - $809,433	12,840 Added 62.28%	33,456 $2.05 Million
Q4 2021 Feb 14, 2022	BUY	$59.34 - $63.61 $445,821 - $477,901	7,513 Added 57.34%	20,616 $1.3 Million
Q3 2021 Nov 12, 2021	BUY	$59.61 - $62.63 $781,069 - $820,640	13,103 New	13,103 $781,000

Others Institutions Holding JEPI

# of Institutions

1,386

Shares Held

732M

Call Options Held

511K

Put Options Held

363K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
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Visionary Wealth Advisors J P Morgan Exchange Traded Fd Transaction History