Cyndeo Wealth Partners, LLC J P Morgan Exchange Traded Fd Transaction History

Cyndeo Wealth Partners, LLC

$1.72 Billion
Q3 2025

A detailed history of Cyndeo Wealth Partners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 14,147 shares of JEPI stock, worth $802,700. This represents 0.05% of its overall portfolio holdings.

Number of Shares

14,147

Previous 18,287 22.64%

Holding current value

$802,700

Previous $1.04 Million 22.33%

% of portfolio

0.05%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 10, 2025	SELL	$55.61 - $57.37 $230,225 - $237,511	-4,140 Reduced 22.64%	14,147 $807,000
Q2 2025 Jul 24, 2025	BUY	$51.14 - $57.0 $5,165 - $5,757	101 Added 0.56%	18,287 $1.04 Million
Q4 2024 Jan 21, 2025	SELL	$57.53 - $60.83 $7,133 - $7,542	-124 Reduced 0.68%	18,186 $1.05 Million
Q3 2024 Oct 18, 2024	SELL	$54.98 - $59.51 $28,369 - $30,707	-516 Reduced 2.74%	18,310 $1.09 Million
Q2 2024 Jul 30, 2024	BUY	$55.45 - $57.39 $90,328 - $93,488	1,629 Added 9.47%	18,826 $1.07 Million

Q1 2024 Apr 16, 2024	BUY	$54.75 - $57.86 $149,303 - $157,784	2,727 Added 18.85%	17,197 $995,000
Q2 2023 Jul 27, 2023	BUY	$53.85 - $55.4 $329,669 - $339,158	6,122 Added 73.33%	14,470 $800,000
Q4 2022 Jan 25, 2023	BUY	$50.88 - $56.78 $424,746 - $473,999	8,348 New	8,348 $0

Others Institutions Holding JEPI

# of Institutions

1,434

Shares Held

333M

Call Options Held

737K

Put Options Held

636K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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Cyndeo Wealth Partners, LLC J P Morgan Exchange Traded Fd Transaction History