Alliance Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Alliance Wealth Advisors, LLC

  • $245 Million
  • Q4 2025

A detailed history of Alliance Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Alliance Wealth Advisors, LLC holds 13,821 shares of JEPI stock, worth $784,203. This represents 0.32% of its overall portfolio holdings.

Number of Shares
13,821
Previous 13,128 5.28%
Holding current value
$784,203
Previous $749,000 4.67%
% of portfolio
0.32%
Previous 0.31%

Shares

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

Jan 14, 2026
BUY
$56.0 - $57.6 $38,808 - $39,916
693 Added 5.28%
13,821 $784,000
Q3 2025

Oct 15, 2025
BUY
$55.61 - $57.37 $2,113 - $2,180
38 Added 0.29%
13,128 $749,000
Q2 2025

Jul 17, 2025
BUY
$51.14 - $57.0 $13,347 - $14,877
261 Added 2.03%
13,090 $744,000
Q1 2025

Apr 11, 2025
BUY
$56.17 - $59.71 $12,357 - $13,136
220 Added 1.74%
12,829 $727,000
Q4 2024

Jan 28, 2025
BUY
$57.53 - $60.83 $8,284 - $8,759
144 Added 1.16%
12,609 $725,000
Q3 2024

Oct 16, 2024
SELL
$54.98 - $59.51 $384 - $416
-7 Reduced 0.06%
12,465 $741,000
Q2 2024

Jul 17, 2024
BUY
$55.45 - $57.39 $3,160 - $3,271
57 Added 0.46%
12,472 $706,000
Q1 2024

Apr 16, 2024
SELL
$54.75 - $57.86 $6,843 - $7,232
-125 Reduced 1.0%
12,415 $718,000
Q4 2023

Jan 10, 2024
SELL
$51.51 - $55.33 $78,243 - $84,046
-1,519 Reduced 10.8%
12,540 $689,000
Q3 2023

Oct 11, 2023
BUY
$53.5 - $55.92 $33,277 - $34,782
622 Added 4.63%
14,059 $753,000
Q2 2023

Jul 24, 2023
BUY
$53.85 - $55.4 $22,940 - $23,600
426 Added 3.27%
13,437 $743,000
Q1 2023

Apr 06, 2023
BUY
$52.13 - $55.7 $678,263 - $724,712
13,011 New
13,011 $710,000

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

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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