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

Brown Miller Wealth Management, LLC

$341 Million
Q3 2025

A detailed history of Brown Miller Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Brown Miller Wealth Management, LLC holds 20,790 shares of JEPI stock, worth $1.18 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

20,790

Previous 15,883 30.89%

Holding current value

$1.18 Million

Previous $902,000 31.6%

% of portfolio

0.35%

Previous 0.29%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$55.61 - $57.37 $272,878 - $281,514	4,907 Added 30.89%	20,790 $1.19 Million
Q2 2025 Jul 22, 2025	BUY	$51.14 - $57.0 $46,997 - $52,383	919 Added 6.14%	15,883 $902,000
Q1 2025 Apr 17, 2025	BUY	$56.17 - $59.71 $145,199 - $154,350	2,585 Added 20.88%	14,964 $848,000
Q4 2024 Feb 10, 2025	BUY	$57.53 - $60.83 $132,491 - $140,091	2,303 Added 22.86%	12,379 $712,000
Q3 2024 Feb 11, 2025	SELL	$54.98 - $59.51 $126,618 - $137,051	-2,303 Reduced 18.6%	10,076 $599,000

Q3 2024 Oct 10, 2024	BUY	$54.98 - $59.51 $553,978 - $599,622	10,076 New	10,076 $599,000

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
Industry ETFs

More about JEPI

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