West Wealth Group, LLC J P Morgan Exchange Traded Fd Transaction History

West Wealth Group, LLC

$367 Million
Q2 2025

A detailed history of West Wealth Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, West Wealth Group, LLC holds 3,643 shares of JEPI stock, worth $207,541. This represents 0.06% of its overall portfolio holdings.

Number of Shares

3,643

Previous 6,614 44.92%

Holding current value

$207,541

Previous $377,000 45.09%

% of portfolio

0.06%

Previous 0.12%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$51.14 - $57.0 $151,936 - $169,347	-2,971 Reduced 44.92%	3,643 $207,000
Q1 2025 May 05, 2025	BUY	$56.17 - $59.71 $37,240 - $39,587	663 Added 11.14%	6,614 $377,000
Q4 2024 Jan 22, 2025	SELL	$57.53 - $60.83 $3,566 - $3,771	-62 Reduced 1.03%	5,951 $342,000
Q3 2024 Oct 23, 2024	SELL	$54.98 - $59.51 $11,710 - $12,675	-213 Reduced 3.42%	6,013 $357,000
Q2 2024 Aug 01, 2024	SELL	$55.45 - $57.39 $58,998 - $61,062	-1,064 Reduced 14.6%	6,226 $352,000
Q1 2024 May 08, 2024	BUY	$54.75 - $57.86 $399,127 - $421,799	7,290 New	7,290 $421,000

Others Institutions Holding JEPI

# of Institutions

1,400

Shares Held

748M

Call Options Held

839K

Put Options Held

634K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

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West Wealth Group, LLC J P Morgan Exchange Traded Fd Transaction History