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

Campbell Deegan Wealth Management, LLC

  • $112 Billion
  • Q3 2025

A detailed history of Campbell Deegan Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Campbell Deegan Wealth Management, LLC holds 87,388 shares of JEPI stock, worth $4.96 Million. This represents 4.46% of its overall portfolio holdings.

Number of Shares
87,388
Previous 71,354 22.47%
Holding current value
$4.96 Million
Previous $4.06 Billion 23.01%
% of portfolio
4.46%
Previous 3.99%

Shares

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

Nov 12, 2025
BUY
$55.61 - $57.37 $891,650 - $919,870
16,034 Added 22.47%
87,388 $4.99 Billion
Q2 2025

Aug 08, 2025
BUY
$51.14 - $57.0 $1.58 Million - $1.76 Million
30,852 Added 76.17%
71,354 $4.06 Billion
Q1 2025

May 12, 2025
BUY
$56.17 - $59.71 $1.01 Million - $1.07 Million
17,898 Added 79.18%
40,502 $2.31 Billion
Q4 2024

Mar 11, 2025
BUY
$57.53 - $60.83 $1.3 Million - $1.38 Million
22,604 New
22,604 $1.3 Billion

Others Institutions Holding JEPI

# of Institutions
1,442
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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