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

Adg Wealth Management Group, LLC

  • $132 Billion
  • Q4 2025

A detailed history of Adg Wealth Management Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Adg Wealth Management Group, LLC holds 173,012 shares of JEPI stock, worth $9.82 Million. This represents 7.5% of its overall portfolio holdings.

Number of Shares
173,012
Previous 167,913 3.04%
Holding current value
$9.82 Million
Previous $9.59 Billion 3.29%
% of portfolio
7.5%
Previous 7.62%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026
BUY
$56.0 - $57.6 $285,544 - $293,702
5,099 Added 3.04%
173,012 $9.9 Billion
Q3 2025

Oct 14, 2025
BUY
$55.61 - $57.37 $88,475 - $91,275
1,591 Added 0.96%
167,913 $9.59 Billion
Q2 2025

Aug 05, 2025
SELL
$51.14 - $57.0 $443,486 - $494,304
-8,672 Reduced 4.96%
166,322 $9.46 Billion
Q1 2025

May 01, 2025
BUY
$56.17 - $59.71 $671,512 - $713,833
11,955 Added 7.33%
174,994 $10 Billion
Q4 2024

Feb 05, 2025
BUY
$57.53 - $60.83 $9.38 Million - $9.92 Million
163,039 New
163,039 $9.38 Billion

Others Institutions Holding JEPI

# of Institutions
1,434
Shares Held
332M
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 Adg Wealth Management Group, LLC Portfolio

Follow Adg Wealth Management Group, 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 Adg Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Adg Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email