Whalen Wealth Management Inc. J P Morgan Exchange Traded Fd Transaction History

Whalen Wealth Management Inc.

$150 Billion
Q1 2025

A detailed history of Whalen Wealth Management Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 35,584 shares of JEPI stock, worth $2 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares

35,584

Previous 68,529 48.07%

Holding current value

$2 Million

Previous $3.94 Billion 48.43%

% of portfolio

1.36%

Previous 2.73%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$56.17 - $59.71 $1.85 Million - $1.97 Million	-32,945 Reduced 48.07%	35,584 $2.03 Billion
Q4 2024 Jan 17, 2025	SELL	$57.53 - $60.83 $24,162 - $25,548	-420 Reduced 0.61%	68,529 $3.94 Billion
Q3 2024 Nov 07, 2024	BUY	$54.98 - $59.51 $1.77 Million - $1.92 Million	32,239 Added 87.82%	68,949 $4.1 Billion
Q2 2024 Aug 01, 2024	BUY	$55.45 - $57.39 $2.04 Million - $2.11 Million	36,710 New	36,710 $2.08 Billion

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

Ticker JEPI
Sector ETFs
Industry ETFs

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Whalen Wealth Management Inc. J P Morgan Exchange Traded Fd Transaction History