Clarity Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Clarity Wealth Advisors, LLC

$469 Million
Q4 2025

A detailed history of Clarity Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Clarity Wealth Advisors, LLC holds 65,996 shares of JEPI stock, worth $3.74 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

65,996

Previous 66,110 0.17%

Holding current value

$3.74 Million

Previous $3.77 Million 0.79%

% of portfolio

0.8%

Previous 0.85%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 22, 2026	SELL	$56.0 - $57.6 $6,384 - $6,566	-114 Reduced 0.17%	65,996 $3.74 Million
Q3 2025 Oct 23, 2025	BUY	$55.61 - $57.37 $331,880 - $342,384	5,968 Added 9.92%	66,110 $3.77 Million
Q2 2025 Aug 07, 2025	BUY	$51.14 - $57.0 $167,330 - $186,504	3,272 Added 5.75%	60,142 $3.42 Million
Q1 2025 Apr 30, 2025	BUY	$56.17 - $59.71 $66,392 - $70,577	1,182 Added 2.12%	56,870 $3.25 Million
Q4 2024 Jan 28, 2025	BUY	$57.53 - $60.83 $23,069 - $24,392	401 Added 0.73%	55,688 $3.2 Million

Q3 2024 Oct 18, 2024	BUY	$54.98 - $59.51 $19,792 - $21,423	360 Added 0.66%	55,287 $3.29 Million
Q2 2024 Jul 17, 2024	BUY	$55.45 - $57.39 $59,165 - $61,235	1,067 Added 1.98%	54,927 $3.11 Million
Q1 2024 Apr 17, 2024	BUY	$54.75 - $57.86 $250,536 - $264,767	4,576 Added 9.28%	53,860 $3.12 Million
Q4 2023 Jan 10, 2024	BUY	$51.51 - $55.33 $332,600 - $357,265	6,457 Added 15.08%	49,284 $2.71 Million
Q3 2023 Nov 06, 2023	BUY	$53.5 - $55.92 $5,564 - $5,815	104 Added 0.24%	42,827 $2.29 Million
Q2 2023 Jul 28, 2023	BUY	$53.85 - $55.4 $677,971 - $697,486	12,590 Added 41.78%	42,723 $2.36 Million
Q1 2023 May 10, 2023	BUY	$52.13 - $55.7 $730,549 - $780,579	14,014 Added 86.94%	30,133 $1.65 Million
Q4 2022 Feb 06, 2023	BUY	$50.88 - $56.78 $53,881 - $60,130	1,059 Added 7.03%	16,119 $878,000
Q3 2022 Nov 01, 2022	SELL	$51.23 - $57.83 $33,299 - $37,589	-650 Reduced 4.14%	15,060 $771,000
Q2 2022 Jul 19, 2022	BUY	$52.86 - $62.23 $338,304 - $398,272	6,400 Added 68.74%	15,710 $871,000
Q1 2022 May 02, 2022	BUY	$58.11 - $63.04 $331,401 - $359,517	5,703 Added 158.11%	9,310 $571,000
Q4 2021 Jan 25, 2022	BUY	$59.34 - $63.61 $214,039 - $229,441	3,607 New	3,607 $227,000

Others Institutions Holding JEPI

# of Institutions

1,444

Shares Held

332M

Call Options Held

737K

Put Options Held

636K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
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Clarity Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History