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

Atticus Wealth Management, LLC

$364 Million
Q3 2025

A detailed history of Atticus Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 9,893 shares of JEPI stock, worth $561,328. This represents 0.15% of its overall portfolio holdings.

Number of Shares

9,893

Previous 7,711 28.3%

Holding current value

$561,328

Previous $438,000 28.77%

% of portfolio

0.15%

Previous 0.13%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$55.61 - $57.37 $121,341 - $125,181	2,182 Added 28.3%	9,893 $564,000
Q2 2025 Jul 10, 2025	BUY	$51.14 - $57.0 $326,580 - $364,002	6,386 Added 481.96%	7,711 $438,000
Q1 2025 Apr 22, 2025	BUY	$56.17 - $59.71 $1,348 - $1,433	24 Added 1.84%	1,325 $75,000
Q4 2024 Jan 22, 2025	BUY	$57.53 - $60.83 $1,438 - $1,520	25 Added 1.96%	1,301 $74,000
Q3 2024 Oct 15, 2024	BUY	$54.98 - $59.51 $1,264 - $1,368	23 Added 1.84%	1,276 $75,000

Q2 2024 Jul 17, 2024	BUY	$55.45 - $57.39 $1,219 - $1,262	22 Added 1.79%	1,253 $71,000
Q1 2024 Apr 17, 2024	BUY	$54.75 - $57.86 $1,259 - $1,330	23 Added 1.9%	1,231 $71,000
Q4 2023 Jan 17, 2024	BUY	$51.51 - $55.33 $1,287 - $1,383	25 Added 2.11%	1,208 $66,000
Q3 2023 Nov 15, 2023	BUY	$53.5 - $55.92 $1,123 - $1,174	21 Added 1.81%	1,183 $63,000
Q2 2023 Jul 20, 2023	BUY	$53.85 - $55.4 $1,400 - $1,440	26 Added 2.29%	1,162 $64,000
Q1 2023 Apr 17, 2023	BUY	$52.13 - $55.7 $59,219 - $63,275	1,136 New	1,136 $62,000

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

Ticker JEPI
Sector ETFs
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Atticus Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History