Cherry Tree Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History

Cherry Tree Wealth Management, LLC

$456 Billion
Q3 2025

A detailed history of Cherry Tree Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 49,074 shares of JEPI stock, worth $2.78 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

49,074

Previous 49,196 0.25%

Holding current value

$2.78 Million

Previous $2.8 Billion 0.19%

% of portfolio

0.62%

Previous 0.65%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 24, 2025	SELL	$55.61 - $57.37 $6,784 - $6,999	-122 Reduced 0.25%	49,074 $2.8 Billion
Q2 2025 Aug 05, 2025	BUY	$51.14 - $57.0 $30,530 - $34,029	597 Added 1.23%	49,196 $2.8 Billion
Q1 2025 Apr 21, 2025	BUY	$56.17 - $59.71 $961,574 - $1.02 Million	17,119 Added 54.38%	48,599 $2.78 Billion
Q4 2024 Feb 04, 2025	SELL	$57.53 - $60.83 $66,792 - $70,623	-1,161 Reduced 3.56%	31,480 $1.81 Billion
Q3 2024 Nov 12, 2024	BUY	$54.98 - $59.51 $329 - $357	6 Added 0.02%	32,641 $1.94 Billion

Q2 2024 Aug 06, 2024	BUY	$55.45 - $57.39 $67,759 - $70,130	1,222 Added 3.89%	32,635 $1.85 Billion
Q1 2024 May 01, 2024	BUY	$54.75 - $57.86 $2,080 - $2,198	38 Added 0.12%	31,413 $1.82 Billion
Q4 2023 Feb 06, 2024	BUY	$51.51 - $55.33 $148,863 - $159,903	2,890 Added 10.15%	31,375 $1.72 Billion
Q3 2023 Nov 14, 2023	BUY	$53.5 - $55.92 $754,457 - $788,583	14,102 Added 98.05%	28,485 $1.53 Billion
Q2 2023 Aug 09, 2023	BUY	$53.85 - $55.4 $774,524 - $796,818	14,383 New	14,383 $796 Million

Others Institutions Holding JEPI

# of Institutions

1,433

Shares Held

333M

Call Options Held

737K

Put Options Held

636K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
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Cherry Tree Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History