Wealth Dimensions Group, Ltd. J P Morgan Exchange Traded Fd Transaction History

Wealth Dimensions Group, Ltd.

$484 Million
Q3 2025

A detailed history of Wealth Dimensions Group, Ltd. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 25,525 shares of JEPI stock, worth $1.45 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

25,525

Previous 25,408 0.46%

Holding current value

$1.45 Million

Previous $1.44 Million 0.9%

% of portfolio

0.3%

Previous 0.32%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	BUY	$55.61 - $57.37 $6,506 - $6,712	117 Added 0.46%	25,525 $1.46 Million
Q2 2025 Aug 12, 2025	SELL	$51.14 - $57.0 $409 - $456	-8 Reduced 0.03%	25,408 $1.44 Million
Q1 2025 May 05, 2025	BUY	$56.17 - $59.71 $63,752 - $67,770	1,135 Added 4.67%	25,416 $1.45 Million
Q4 2024 Feb 13, 2025	SELL	$57.53 - $60.83 $402 - $425	-7 Reduced 0.03%	24,281 $1.4 Million
Q3 2024 Nov 12, 2024	BUY	$54.98 - $59.51 $27,709 - $29,993	504 Added 2.12%	24,288 $1.45 Million
Q2 2024 Aug 09, 2024	SELL	$55.45 - $57.39 $26,449 - $27,375	-477 Reduced 1.97%	23,784 $1.35 Million
Q1 2024 May 09, 2024	SELL	$54.75 - $57.86 $14,673 - $15,506	-268 Reduced 1.09%	24,261 $1.4 Million
Q4 2023 Feb 09, 2024	SELL	$51.51 - $55.33 $3,039 - $3,264	-59 Reduced 0.24%	24,529 $1.35 Million
Q3 2023 Nov 14, 2023	BUY	$53.5 - $55.92 $30,976 - $32,377	579 Added 2.41%	24,588 $1.32 Million
Q2 2023 Aug 14, 2023	BUY	$53.85 - $55.4 $11,470 - $11,800	213 Added 0.9%	24,009 $1.33 Million
Q1 2023 May 09, 2023	BUY	$52.13 - $55.7 $40,035 - $42,777	768 Added 3.34%	23,796 $1.3 Million
Q4 2022 Feb 10, 2023	SELL	$50.88 - $56.78 $22,539 - $25,153	-443 Reduced 1.89%	23,028 $1.25 Million
Q3 2022 Nov 10, 2022	BUY	$51.23 - $57.83 $84,734 - $95,650	1,654 Added 7.58%	23,471 $1.2 Million
Q2 2022 Aug 05, 2022	BUY	$52.86 - $62.23 $216,303 - $254,645	4,092 Added 23.09%	21,817 $1.21 Million
Q1 2022 May 04, 2022	BUY	$58.11 - $63.04 $197,690 - $214,462	3,402 Added 23.75%	17,725 $1.09 Million
Q4 2021 Feb 04, 2022	BUY	$59.34 - $63.61 $254,568 - $272,886	4,290 Added 42.76%	14,323 $905,000
Q3 2021 Nov 03, 2021	BUY	$59.61 - $62.63 $598,067 - $628,366	10,033 New	10,033 $598,000

Others Institutions Holding JEPI

# of Institutions

1,427

Shares Held

346M

Call Options Held

839K

Put Options Held

640K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Dimensions Group, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Wealth Dimensions Group, Ltd. with notifications on news.

Account

Wealth Dimensions Group, Ltd. J P Morgan Exchange Traded Fd Transaction History