Avion Wealth J P Morgan Exchange Traded Fd Transaction History

Avion Wealth

  • $466 Million
  • Q3 2025

A detailed history of Avion Wealth transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Avion Wealth holds 2,489 shares of JEPI stock, worth $141,225. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,489
Previous 1,031 141.42%
Holding current value
$141,225
Previous $58,000 144.83%
% of portfolio
0.03%
Previous 0.01%

Shares

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

Oct 24, 2025
BUY
$55.61 - $57.37 $81,079 - $83,645
1,458 Added 141.42%
2,489 $142,000
Q2 2025

Jul 30, 2025
SELL
$51.14 - $57.0 $187,990 - $209,532
-3,676 Reduced 78.1%
1,031 $58,000
Q2 2025

Jul 24, 2025
BUY
$51.14 - $57.0 $187,990 - $209,532
3,676 Added 356.55%
4,707 $268,000
Q4 2024

Jan 29, 2025
BUY
$57.53 - $60.83 $28,189 - $29,806
490 Added 90.57%
1,031 $59,000
Q2 2024

Jul 26, 2024
BUY
$55.45 - $57.39 $29,998 - $31,047
541 New
541 $30,000

Others Institutions Holding JEPI

# of Institutions
1,436
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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