Blue Rock Wealth Management LLC J P Morgan Exchange Traded Fd Transaction History

Blue Rock Wealth Management LLC

  • $161 Billion
  • Q3 2025

A detailed history of Blue Rock Wealth Management LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Blue Rock Wealth Management LLC holds 81,140 shares of JEPI stock, worth $4.6 Million. This represents 2.88% of its overall portfolio holdings.

Number of Shares
81,140
Previous 46,332 75.13%
Holding current value
$4.6 Million
Previous $2.65 Billion 75.0%
% of portfolio
2.88%
Previous 2.24%

Shares

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

Oct 21, 2025
BUY
$55.61 - $57.37 $1.94 Million - $2 Million
34,808 Added 75.13%
81,140 $4.63 Billion
Q2 2025

Oct 21, 2025
BUY
$51.14 - $57.0 $144,265 - $160,797
2,821 Added 3.48%
83,961 $4.77 Billion
Q1 2025

May 20, 2025
BUY
$56.17 - $59.71 $441,271 - $469,081
7,856 Added 20.42%
46,332 $2.65 Billion
Q4 2024

Feb 14, 2025
BUY
$57.53 - $60.83 $2.21 Million - $2.34 Million
38,476 New
38,476 $2.21 Billion

Others Institutions Holding JEPI

# of Institutions
1,435
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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