Congress Wealth Management LLC J P Morgan Exchange Traded Fd Transaction History

Congress Wealth Management LLC

$9.76 Billion
Q2 2025

A detailed history of Congress Wealth Management LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Congress Wealth Management LLC holds 69,793 shares of JEPI stock, worth $3.96 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

69,793

Previous 66,277 5.31%

Holding current value

$3.96 Million

Previous $3.79 Million 4.75%

% of portfolio

0.04%

Previous 0.05%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$51.14 - $57.0 $179,808 - $200,412	3,516 Added 5.31%	69,793 $3.97 Million
Q1 2025 May 14, 2025	BUY	$56.17 - $59.71 $3.08 Million - $3.27 Million	54,747 Added 474.82%	66,277 $3.79 Million
Q4 2024 Feb 11, 2025	BUY	$57.53 - $60.83 $217,578 - $230,059	3,782 Added 48.81%	11,530 $663,000
Q3 2024 Nov 12, 2024	BUY	$54.98 - $59.51 $425,985 - $461,083	7,748 New	7,748 $461,000
Q1 2024 Apr 18, 2024	SELL	$54.75 - $57.86 $4,872 - $5,149	-89 Reduced 2.29%	3,799 $219,000

Q4 2023 Feb 09, 2024	SELL	$51.51 - $55.33 $1.62 Million - $1.74 Million	-31,419 Reduced 88.99%	3,888 $213,000
Q3 2023 Oct 30, 2023	BUY	$53.5 - $55.92 $52,590 - $54,969	983 Added 2.86%	35,307 $1.89 Million
Q2 2023 Jul 13, 2023	SELL	$53.85 - $55.4 $1.08 Million - $1.11 Million	-20,043 Reduced 36.87%	34,324 $1.9 Million
Q1 2023 Apr 14, 2023	BUY	$52.13 - $55.7 $535,375 - $572,039	10,270 Added 23.29%	54,367 $2.97 Million
Q4 2022 Feb 02, 2023	SELL	$50.88 - $56.78 $5.19 Million - $5.79 Million	-101,999 Reduced 69.82%	44,097 $2.4 Million
Q3 2022 Nov 08, 2022	BUY	$51.23 - $57.83 $4.4 Million - $4.96 Million	85,796 Added 142.28%	146,096 $7.49 Million
Q2 2022 Aug 11, 2022	BUY	$52.86 - $62.23 $150,386 - $177,044	2,845 Added 4.95%	60,300 $3.34 Million
Q1 2022 May 16, 2022	BUY	$58.11 - $63.04 $3.07 Million - $3.33 Million	52,865 Added 1151.74%	57,455 $3.53 Million
Q4 2021 Feb 04, 2022	BUY	$59.34 - $63.61 $272,370 - $291,969	4,590 New	4,590 $290,000

Others Institutions Holding JEPI

# of Institutions

1,434

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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Congress Wealth Management LLC J P Morgan Exchange Traded Fd Transaction History