21 West Wealth Management LLC J P Morgan Exchange Traded Fd Transaction History

21 West Wealth Management LLC

  • $105 Billion
  • Q3 2025

A detailed history of 21 West Wealth Management LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, 21 West Wealth Management LLC holds 90,726 shares of JEPI stock, worth $5.15 Million. This represents 4.91% of its overall portfolio holdings.

Number of Shares
90,726
Previous 89,336 1.56%
Holding current value
$5.15 Million
Previous $5.08 Billion 2.0%
% of portfolio
4.91%
Previous 5.12%

Shares

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

Oct 14, 2025
BUY
$55.61 - $57.37 $77,297 - $79,744
1,390 Added 1.56%
90,726 $5.18 Billion
Q2 2025

Jul 08, 2025
BUY
$51.14 - $57.0 $4.57 Million - $5.09 Million
89,336 New
89,336 $5.08 Billion

Others Institutions Holding JEPI

# of Institutions
1,434
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
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