Vivid Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History

Vivid Wealth Management, LLC

$228 Billion
Q2 2025

A detailed history of Vivid Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Vivid Wealth Management, LLC holds 102,365 shares of JEPI stock, worth $5.83 Million. This represents 2.56% of its overall portfolio holdings.

Number of Shares

102,365

Previous 106,225 3.63%

Holding current value

$5.83 Million

Previous $6.07 Billion 4.12%

% of portfolio

2.56%

Previous 3.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	SELL	$51.14 - $57.0 $197,400 - $220,020	-3,860 Reduced 3.63%	102,365 $5.82 Billion
Q1 2025 Apr 17, 2025	BUY	$56.17 - $59.71 $152,108 - $161,694	2,708 Added 2.62%	106,225 $6.07 Billion
Q4 2024 Jan 30, 2025	BUY	$57.53 - $60.83 $145,435 - $153,778	2,528 Added 2.5%	103,517 $5.96 Billion
Q3 2024 Oct 24, 2024	BUY	$54.98 - $59.51 $877,370 - $949,660	15,958 Added 18.77%	100,989 $6.01 Billion
Q2 2024 Jul 25, 2024	BUY	$55.45 - $57.39 $1.4 Million - $1.45 Million	25,335 Added 42.44%	85,031 $4.82 Billion
Q1 2024 Apr 15, 2024	BUY	$54.75 - $57.86 $70,244 - $74,234	1,283 Added 2.2%	59,696 $3.45 Billion
Q4 2023 Jan 26, 2024	BUY	$51.51 - $55.33 $3.01 Million - $3.23 Million	58,413 New	58,413 $3.21 Billion

Others Institutions Holding JEPI

# of Institutions

1,400

Shares Held

747M

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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Vivid Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History