Aventura Private Wealth, LLC J P Morgan Exchange Traded Fd Transaction History

Aventura Private Wealth, LLC

$278 Billion
Q4 2025

A detailed history of Aventura Private Wealth, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Aventura Private Wealth, LLC holds 49,917 shares of JEPI stock, worth $2.83 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares

49,917

Holding current value

$2.83 Million

% of portfolio

1.03%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	BUY	$56.0 - $57.6 $2.8 Million - $2.88 Million	49,917 New	49,917 $2.86 Billion
Q3 2025 Jan 07, 2026	SELL	$55.61 - $57.37 $637,179 - $657,345	-11,458 Reduced 15.3%	63,454 $3.62 Billion
Q2 2025 Jan 07, 2026	SELL	$51.14 - $57.0 $1.35 Million - $1.5 Million	-26,371 Reduced 26.04%	74,912 $4.26 Billion
Q1 2025 Jan 07, 2026	BUY	$56.17 - $59.71 $2.89 Million - $3.07 Million	51,366 Added 102.9%	101,283 $5.79 Billion
Q4 2024 Jan 07, 2026	BUY	$57.53 - $60.83 $3.58 Million - $3.79 Million	62,287 Added 124.78%	112,204 $6.46 Billion

Others Institutions Holding JEPI

# of Institutions

1,448

Shares Held

332M

Call Options Held

737K

Put Options Held

636K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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Aventura Private Wealth, LLC J P Morgan Exchange Traded Fd Transaction History