Wealth Advisors Of Iowa, LLC J P Morgan Exchange Traded Fd Transaction History

Wealth Advisors Of Iowa, LLC

$233 Billion
Q1 2025

A detailed history of Wealth Advisors Of Iowa, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Wealth Advisors Of Iowa, LLC holds 271,552 shares of JEPI stock, worth $15.2 Million. This represents 6.67% of its overall portfolio holdings.

Number of Shares

271,552

Previous 242,254 12.09%

Holding current value

$15.2 Million

Previous $13.9 Billion 11.33%

% of portfolio

6.67%

Previous 7.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$56.17 - $59.71 $1.65 Million - $1.75 Million	29,298 Added 12.09%	271,552 $15.5 Billion
Q4 2024 Feb 11, 2025	BUY	$57.53 - $60.83 $561,147 - $593,335	9,754 Added 4.2%	242,254 $13.9 Billion
Q3 2024 Nov 12, 2024	BUY	$54.98 - $59.51 $637,273 - $689,780	11,591 Added 5.25%	232,500 $13.8 Billion
Q2 2024 Aug 13, 2024	BUY	$55.45 - $57.39 $4.53 Million - $4.69 Million	81,706 Added 58.7%	220,909 $12.5 Million
Q1 2024 May 07, 2024	BUY	$54.75 - $57.86 $1.75 Million - $1.85 Million	31,997 Added 29.85%	139,203 $8.05 Million
Q4 2023 Feb 08, 2024	BUY	$51.51 - $55.33 $2.47 Million - $2.65 Million	47,940 Added 80.89%	107,206 $5.89 Million
Q3 2023 Nov 07, 2023	BUY	$53.5 - $55.92 $2.42 Million - $2.53 Million	45,284 Added 323.87%	59,266 $3.17 Million
Q2 2023 Jul 25, 2023	BUY	$53.85 - $55.4 $752,930 - $774,602	13,982 New	13,982 $773,000

Others Institutions Holding JEPI

# of Institutions

1,371

Shares Held

334M

Call Options Held

511K

Put Options Held

363K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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Wealth Advisors Of Iowa, LLC J P Morgan Exchange Traded Fd Transaction History