Wealthspan Partners, LLC J P Morgan Exchange Traded Fd Transaction History

Wealthspan Partners, LLC

  • $205 Million
  • Q1 2025

A detailed history of Wealthspan Partners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Wealthspan Partners, LLC holds 57,382 shares of JEPI stock, worth $3.2 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares
57,382
Previous 45,041 27.4%
Holding current value
$3.2 Million
Previous $2.59 Million 26.51%
% of portfolio
1.6%
Previous 1.27%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$56.17 - $59.71 $693,193 - $736,881
12,341 Added 27.4%
57,382 $3.28 Million
Q4 2024

Jan 24, 2025
BUY
$57.53 - $60.83 $610,278 - $645,284
10,608 Added 30.81%
45,041 $2.59 Million
Q3 2024

Nov 04, 2024
BUY
$54.98 - $59.51 $415,208 - $449,419
7,552 Added 28.09%
34,433 $2.05 Million
Q2 2024

Jul 19, 2024
BUY
$55.45 - $57.39 $485,187 - $502,162
8,750 Added 48.26%
26,881 $1.52 Million
Q1 2024

Apr 29, 2024
BUY
$54.75 - $57.86 $280,429 - $296,358
5,122 Added 39.37%
18,131 $1.05 Million
Q4 2023

Jan 29, 2024
BUY
$51.51 - $55.33 $46,307 - $49,741
899 Added 7.42%
13,009 $715,000
Q3 2023

Nov 01, 2023
BUY
$53.5 - $55.92 $45,314 - $47,364
847 Added 7.52%
12,110 $648,000
Q2 2023

Aug 08, 2023
BUY
$53.85 - $55.4 $99,407 - $102,268
1,846 Added 19.6%
11,263 $623,000
Q1 2023

Apr 21, 2023
BUY
$52.13 - $55.7 $490,908 - $524,526
9,417 New
9,417 $514,000

Others Institutions Holding JEPI

# of Institutions
1,372
Shares Held
334M
Call Options Held
511K
Put Options Held
363K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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