Triad Wealth Partners, LLC J P Morgan Exchange Traded Fd Transaction History

Triad Wealth Partners, LLC

$775 Billion
Q3 2025

A detailed history of Triad Wealth Partners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 31,874 shares of JEPI stock, worth $1.81 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

31,874

Previous 12,549 154.0%

Holding current value

$1.81 Million

Previous $713 Million 155.12%

% of portfolio

0.23%

Previous 0.14%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	BUY	$55.61 - $57.37 $1.07 Million - $1.11 Million	19,325 Added 154.0%	31,874 $1.82 Billion
Q2 2025 Jul 21, 2025	BUY	$51.14 - $57.0 $277,792 - $309,624	5,432 Added 76.32%	12,549 $713 Million
Q1 2025 May 14, 2025	SELL	$56.17 - $59.71 $98,803 - $105,029	-1,759 Reduced 19.82%	7,117 $407 Million
Q4 2024 Feb 06, 2025	BUY	$57.53 - $60.83 $510,636 - $539,927	8,876 New	8,876 $511 Million
Q2 2024 Jul 18, 2024	BUY	$55.45 - $57.39 $142,340 - $147,320	2,567 Added 51.14%	7,587 $430 Million

Q1 2024 Apr 23, 2024	BUY	$54.75 - $57.86 $274,845 - $290,457	5,020 New	5,020 $290 Million

Others Institutions Holding JEPI

# of Institutions

1,433

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

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Triad Wealth Partners, LLC J P Morgan Exchange Traded Fd Transaction History