White Knight Strategic Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

White Knight Strategic Wealth Advisors, LLC

  • $109 Million
  • Q2 2025

A detailed history of White Knight Strategic Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, White Knight Strategic Wealth Advisors, LLC holds 18,923 shares of JEPI stock, worth $1.06 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares
18,923
Previous 16,406 15.34%
Holding current value
$1.06 Million
Previous $937,000 14.73%
% of portfolio
0.99%
Previous 0.92%

Shares

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

Aug 14, 2025
BUY
$51.14 - $57.0 $128,719 - $143,469
2,517 Added 15.34%
18,923 $1.08 Million
Q1 2025

May 14, 2025
SELL
$56.17 - $59.71 $210,862 - $224,151
-3,754 Reduced 18.62%
16,406 $937,000
Q4 2024

Feb 14, 2025
BUY
$57.53 - $60.83 $1.16 Million - $1.23 Million
20,160 New
20,160 $1.16 Million

Others Institutions Holding JEPI

# of Institutions
1,400
Shares Held
747M
Call Options Held
839K
Put Options Held
634K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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