Zrc Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History

Zrc Wealth Management, LLC

$278 Billion
Q3 2025

A detailed history of Zrc Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 1,833 shares of JEPI stock, worth $104,004. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,833

Previous 1,797 2.0%

Holding current value

$104,004

Previous $102 Million 2.45%

% of portfolio

0.04%

Previous 0.04%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	$55.61 - $57.37 $2,001 - $2,065	36 Added 2.0%	1,833 $105 Million
Q2 2025 Jul 08, 2025	BUY	$51.14 - $57.0 $2,352 - $2,622	46 Added 2.63%	1,797 $102 Million
Q1 2025 Apr 09, 2025	BUY	$56.17 - $59.71 $1,741 - $1,851	31 Added 1.8%	1,751 $100 Million
Q4 2024 Jan 28, 2025	BUY	$57.53 - $60.83 $1,898 - $2,007	33 Added 1.96%	1,720 $99 Million
Q3 2024 Oct 04, 2024	BUY	$54.98 - $59.51 $1,649 - $1,785	30 Added 1.81%	1,687 $100 Million

Q2 2024 Jul 08, 2024	BUY	$55.45 - $57.39 $39,924 - $41,320	720 Added 76.84%	1,657 $93.9 Million
Q1 2024 Apr 19, 2024	BUY	$54.75 - $57.86 $1,971 - $2,082	36 Added 4.0%	937 $54.2 Million
Q3 2023 Oct 10, 2023	BUY	$53.5 - $55.92 $856 - $894	16 Added 1.81%	901 $48.3 Million
Q2 2023 Jul 06, 2023	BUY	$53.85 - $55.4 $1,077 - $1,108	20 Added 2.31%	885 $49 Million
Q1 2023 May 04, 2023	BUY	$52.13 - $55.7 $45,092 - $48,180	865 New	865 $47.2 Million

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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Zrc Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History