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 $86.8 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

$86.8 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

1,383

Shares Held

727M

Call Options Held

511K

Put Options Held

363K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
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Wealth Enhancement Advisory Services, LLC J P Morgan Exchange Traded Fd Transaction History