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

Rialto Wealth Management, LLC

  • $384 Million
  • Q4 2025

A detailed history of Rialto Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Rialto Wealth Management, LLC holds 1,082 shares of JEPI stock, worth $61,392. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,082
Previous 1,082 -0.0%
Holding current value
$61,392
Previous $61,000 -0.0%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 07, 2025
SELL
$55.61 - $57.37 $28,194 - $29,086
-507 Reduced 31.91%
1,082 $61,000
Q4 2024

Feb 07, 2025
BUY
$57.53 - $60.83 $91,415 - $96,658
1,589 New
1,589 $91.4 Million

Others Institutions Holding JEPI

# of Institutions
1,444
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
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