Ci Private Wealth, LLC J P Morgan Exchange Traded Fd Transaction History

Ci Private Wealth, LLC

  • $62.5 Billion
  • Q3 2025

A detailed history of Ci Private Wealth, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Ci Private Wealth, LLC holds 94,317 shares of JEPI stock, worth $5.35 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
94,317
Previous 102,310 7.81%
Holding current value
$5.35 Million
Previous $5.82 Million 7.41%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2025
SELL
$55.61 - $57.37 $444,490 - $458,558
-7,993 Reduced 7.81%
94,317 $5.39 Million
Q2 2025

Sep 26, 2025
BUY
$51.14 - $57.0 $153 - $171
3 Added 0.0%
102,310 $5.82 Million
Q2 2025

Aug 15, 2025
BUY
$51.14 - $57.0 $2.93 Million - $3.27 Million
57,324 Added 127.43%
102,307 $5.82 Million
Q1 2025

May 14, 2025
SELL
$56.17 - $59.71 $4.79 Million - $5.09 Million
-85,315 Reduced 65.48%
44,983 $2.57 Million
Q4 2024

Feb 10, 2025
SELL
$57.53 - $60.83 $4.45 Million - $4.7 Million
-77,306 Reduced 37.24%
130,298 $7.5 Million
Q3 2024

Nov 12, 2024
BUY
$54.98 - $59.51 $73,178 - $79,207
1,331 Added 0.65%
207,604 $12.4 Million
Q2 2024

Aug 13, 2024
SELL
$55.45 - $57.39 $791,105 - $818,783
-14,267 Reduced 6.47%
206,273 $11.7 Million
Q1 2024

May 09, 2024
BUY
$54.75 - $57.86 $557,409 - $589,072
10,181 Added 4.84%
220,540 $12.8 Million
Q4 2023

Feb 09, 2024
SELL
$51.51 - $55.33 $9.89 Million - $10.6 Million
-192,016 Reduced 47.72%
210,359 $11.6 Million
Q3 2023

Nov 03, 2023
BUY
$53.5 - $55.92 $1,819 - $1,901
34 Added 0.01%
402,375 $21.6 Million
Q2 2023

Aug 10, 2023
SELL
$53.85 - $55.4 $1.05 Million - $1.08 Million
-19,452 Reduced 4.61%
402,341 $22.3 Million
Q1 2023

May 15, 2023
SELL
$52.13 - $55.7 $21.3 Million - $22.8 Million
-409,358 Reduced 49.25%
421,793 $23 Million
Q4 2022

Feb 15, 2023
BUY
$50.88 - $56.78 $42.3 Million - $47.2 Million
831,151 New
831,151 $45.3 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

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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