Wealth Enhancement Advisory Services, LLC J P Morgan Exchange Traded Fd Transaction History

Wealth Enhancement Advisory Services, LLC

$55.6 Billion
Q2 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 1,527,917 shares of JEPI stock, worth $87.6 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

1,527,917

Previous 1,710,856 10.69%

Holding current value

$87.6 Million

Previous $97 Million 10.42%

% of portfolio

0.16%

Previous 0.2%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	SELL	$51.14 - $57.0 $9.36 Million - $10.4 Million	-182,939 Reduced 10.69%	1,527,917 $86.9 Million
Q1 2025 Apr 16, 2025	BUY	$56.17 - $59.71 $7.35 Million - $7.81 Million	130,869 Added 8.28%	1,710,856 $97 Million
Q4 2024 Mar 17, 2025	BUY	$57.53 - $60.83 $9.79 Million - $10.4 Million	170,248 Added 12.08%	1,579,987 $90.9 Million
Q4 2024 Jan 10, 2025	BUY	$57.53 - $60.83 $128,522 - $135,894	2,234 Added 0.16%	1,409,739 $81.1 Million
Q3 2024 Oct 23, 2024	SELL	$54.98 - $59.51 $12.6 Million - $13.6 Million	-228,619 Reduced 13.97%	1,407,505 $83.8 Million
Q2 2024 Jul 16, 2024	BUY	$55.45 - $57.39 $7.32 Million - $7.57 Million	131,938 Added 8.77%	1,636,124 $92.7 Million
Q1 2024 Apr 15, 2024	BUY	$54.75 - $57.86 $4.53 Million - $4.78 Million	82,660 Added 5.81%	1,504,186 $87 Million
Q4 2023 Jan 30, 2024	BUY	$51.51 - $55.33 $43.2 Million - $46.4 Million	838,342 Added 143.75%	1,421,526 $78.2 Million
Q3 2023 Nov 13, 2023	BUY	$53.5 - $55.92 $31.2 Million - $32.6 Million	583,184 New	583,184 $31.2 Million
Q1 2023 Apr 25, 2023	BUY	$52.13 - $55.7 $410,523 - $438,637	7,875 New	7,875 $429,000

Others Institutions Holding JEPI

# of Institutions

1,387

Shares Held

732M

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Account

Wealth Enhancement Advisory Services, LLC J P Morgan Exchange Traded Fd Transaction History