A detailed history of Weil Company, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Weil Company, Inc. holds 53,453 shares of JEPI stock, worth $3.06 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares
53,453
Previous 75,484 29.19%
Holding current value
$3.06 Million
Previous $4.31 Million 29.56%
% of portfolio
0.96%
Previous 1.45%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025

SELL
$51.14 - $57.0 $1.13 Million - $1.26 Million
-22,031 Reduced 29.19%
53,453 $3.04 Million
Q1 2025

Apr 30, 2025

BUY
$56.17 - $59.71 $778,235 - $827,282
13,855 Added 22.48%
75,484 $4.31 Million
Q4 2024

Feb 04, 2025

BUY
$57.53 - $60.83 $897,813 - $949,312
15,606 Added 33.91%
61,629 $3.55 Million
Q3 2024

Nov 04, 2024

BUY
$54.98 - $59.51 $2.53 Million - $2.74 Million
46,023 New
46,023 $2.74 Million

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Weil Company, Inc. Portfolio

Follow Weil Company, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Weil Company, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Weil Company, Inc. with notifications on news.