Collaborative Wealth Managment Inc. J P Morgan Exchange Traded Fd Transaction History

Collaborative Wealth Managment Inc.

  • $238 Million
  • Q3 2025

A detailed history of Collaborative Wealth Managment Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 5,670 shares of JEPI stock, worth $321,715. This represents 0.14% of its overall portfolio holdings.

Number of Shares
5,670
Previous 4,633 22.38%
Holding current value
$321,715
Previous $263,000 22.81%
% of portfolio
0.14%
Previous 0.12%

Shares

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

Nov 07, 2025
BUY
$55.61 - $57.37 $57,667 - $59,492
1,037 Added 22.38%
5,670 $323,000
Q2 2025

Aug 08, 2025
BUY
$51.14 - $57.0 $236,931 - $264,081
4,633 New
4,633 $263,000

Others Institutions Holding JEPI

# of Institutions
1,435
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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