Westbourne Investments, Inc. J P Morgan Exchange Traded Fd Transaction History

Westbourne Investments, Inc.

$209 Billion
Q3 2025

A detailed history of Westbourne Investments, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Westbourne Investments, Inc. holds 47,630 shares of JEPI stock, worth $2.7 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares

47,630

Previous 34,445 38.28%

Holding current value

$2.7 Million

Previous $1.96 Billion 38.64%

% of portfolio

1.3%

Previous 1.04%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	BUY	$55.61 - $57.37 $733,217 - $756,423	13,185 Added 38.28%	47,630 $2.71 Billion
Q2 2025 Jul 09, 2025	SELL	$51.14 - $57.0 $182,825 - $203,775	-3,575 Reduced 9.4%	34,445 $1.96 Billion
Q1 2025 May 21, 2025	SELL	$56.17 - $59.71 $165,701 - $176,144	-2,950 Reduced 7.2%	38,020 $2.17 Billion
Q4 2024 Feb 14, 2025	BUY	$57.53 - $60.83 $2.36 Million - $2.49 Million	40,970 New	40,970 $2.36 Billion

Others Institutions Holding JEPI

# of Institutions

1,434

Shares Held

333M

Call Options Held

737K

Put Options Held

636K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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Westbourne Investments, Inc. J P Morgan Exchange Traded Fd Transaction History