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

Aureum Wealth Management, LLC

  • $108 Billion
  • Q4 2025

A detailed history of Aureum Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Aureum Wealth Management, LLC holds 83,570 shares of JEPI stock, worth $4.74 Million. This represents 4.44% of its overall portfolio holdings.

Number of Shares
83,570
Holding current value
$4.74 Million
% of portfolio
4.44%

Shares

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

Jan 28, 2026
BUY
$56.0 - $57.6 $4.68 Million - $4.81 Million
83,570 New
83,570 $4.78 Billion

Others Institutions Holding JEPI

# of Institutions
1,450
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 Aureum Wealth Management, LLC Portfolio

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

News

Stay updated on Aureum Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email