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

Axis Wealth Partners, LLC

  • $171 Billion
  • Q3 2025

A detailed history of Axis Wealth Partners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 15,006 shares of JEPI stock, worth $851,440. This represents 0.5% of its overall portfolio holdings.

Number of Shares
15,006
Previous 13,142 14.18%
Holding current value
$851,440
Previous $747 Million 14.68%
% of portfolio
0.5%
Previous 0.49%

Shares

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

Oct 24, 2025
BUY
$55.61 - $57.37 $103,657 - $106,937
1,864 Added 14.18%
15,006 $857 Million
Q2 2025

Jul 15, 2025
BUY
$51.14 - $57.0 $336,552 - $375,117
6,581 Added 100.3%
13,142 $747 Million
Q1 2025

Apr 28, 2025
BUY
$56.17 - $59.71 $43,307 - $46,036
771 Added 13.32%
6,561 $375 Million
Q4 2024

Feb 07, 2025
BUY
$57.53 - $60.83 $333,098 - $352,205
5,790 New
5,790 $333 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

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Axis Wealth Partners, LLC Portfolio

Follow Axis Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Axis Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axis Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email