Base Wealth Management LLC J P Morgan Exchange Traded Fd Transaction History

Base Wealth Management LLC

$186 Billion
Q4 2025

A detailed history of Base Wealth Management LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Base Wealth Management LLC holds 77,644 shares of JEPI stock, worth $4.41 Million. This represents 2.39% of its overall portfolio holdings.

Number of Shares

77,644

Previous 69,679 11.43%

Holding current value

$4.41 Million

Previous $3.98 Billion 11.7%

% of portfolio

2.39%

Previous 2.27%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	BUY	$56.0 - $57.6 $446,040 - $458,784	7,965 Added 11.43%	77,644 $4.44 Billion
Q3 2025 Oct 20, 2025	BUY	$55.61 - $57.37 $284,945 - $293,963	5,124 Added 7.94%	69,679 $3.98 Billion
Q2 2025 Sep 19, 2025	BUY	$51.14 - $57.0 $813,074 - $906,243	15,899 Added 32.68%	64,555 $3.67 Billion
Q1 2025 Sep 19, 2025	BUY	$56.17 - $59.71 $2.73 Million - $2.91 Million	48,656 New	48,656 $2.78 Billion

Others Institutions Holding JEPI

# of Institutions

1,444

Shares Held

332M

Call Options Held

737K

Put Options Held

636K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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Base Wealth Management LLC J P Morgan Exchange Traded Fd Transaction History