1 North Wealth Services LLC J P Morgan Exchange Traded Fd Transaction History

1 North Wealth Services LLC

  • $244 Billion
  • Q3 2025

A detailed history of 1 North Wealth Services LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, 1 North Wealth Services LLC holds 264,088 shares of JEPI stock, worth $15 Million. This represents 6.18% of its overall portfolio holdings.

Number of Shares
264,088
Previous 263,547 0.21%
Holding current value
$15 Million
Previous $15 Billion 0.65%
% of portfolio
6.18%
Previous 5.95%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$55.61 - $57.37 $30,085 - $31,037
541 Added 0.21%
264,088 $15.1 Billion
Q2 2025

Jul 23, 2025
BUY
$51.14 - $57.0 $267,359 - $297,996
5,228 Added 2.02%
263,547 $15 Billion
Q1 2025

May 15, 2025
BUY
$56.17 - $59.71 $669,321 - $711,504
11,916 Added 4.84%
258,319 $14.8 Billion
Q4 2024

Feb 12, 2025
BUY
$57.53 - $60.83 $14.2 Million - $15 Million
246,403 New
246,403 $14.2 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

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