A detailed history of Welch Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Welch Group, LLC holds 4,432 shares of JEPI stock, worth $253,732. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,432
Previous 4,419 0.29%
Holding current value
$253,732
Previous $250,000 0.4%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 25, 2025

BUY
$51.14 - $57.0 $664 - $741
13 Added 0.29%
4,432 $251,000
Q1 2025

Apr 07, 2025

SELL
$56.17 - $59.71 $172,835 - $183,727
-3,077 Reduced 41.05%
4,419 $250,000
Q4 2024

Jan 24, 2025

BUY
$57.53 - $60.83 $431,244 - $455,981
7,496 New
7,496 $431,000

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


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

Track Welch Group, LLC Portfolio

Follow Welch Group, LLC 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 Welch Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Welch Group, LLC with notifications on news.