Wills Financial Group LLC J P Morgan Exchange Traded Fd Transaction History

Wills Financial Group LLC

  • $244 Billion
  • Q3 2025

A detailed history of Wills Financial Group LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Wills Financial Group LLC holds 4,912 shares of JEPI stock, worth $278,706. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,912
Previous 5,908 16.86%
Holding current value
$278,706
Previous $336 Million 16.49%
% of portfolio
0.12%
Previous 0.15%

Shares

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

Nov 14, 2025
SELL
$55.61 - $57.37 $55,387 - $57,140
-996 Reduced 16.86%
4,912 $280 Million
Q2 2025

Aug 13, 2025
SELL
$51.14 - $57.0 $26,643 - $29,697
-521 Reduced 8.1%
5,908 $336 Million
Q1 2025

May 09, 2025
BUY
$56.17 - $59.71 $361,116 - $383,875
6,429 New
6,429 $367 Million

Others Institutions Holding JEPI

# of Institutions
1,436
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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