Dakota Wealth Management J P Morgan Exchange Traded Fd Transaction History

Dakota Wealth Management

$5.42 Billion
Q4 2025

A detailed history of Dakota Wealth Management transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Dakota Wealth Management holds 57,799 shares of JEPI stock, worth $3.28 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

57,799

Previous 16,892 242.17%

Holding current value

$3.28 Million

Previous $964,000 240.15%

% of portfolio

0.06%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 13, 2026	BUY	$56.0 - $57.6 $2.29 Million - $2.36 Million	40,907 Added 242.17%	57,799 $3.28 Million
Q2 2025 Jul 16, 2025	SELL	$51.14 - $57.0 $12,017 - $13,395	-235 Reduced 1.37%	16,892 $960,000
Q1 2025 May 01, 2025	SELL	$56.17 - $59.71 $4,942 - $5,254	-88 Reduced 0.51%	17,127 $978,000
Q4 2024 Jan 17, 2025	SELL	$57.53 - $60.83 $493,204 - $521,495	-8,573 Reduced 33.24%	17,215 $990,000
Q3 2024 Oct 23, 2024	SELL	$54.98 - $59.51 $322,677 - $349,264	-5,869 Reduced 18.54%	25,788 $1.53 Million

Q2 2024 Jul 19, 2024	SELL	$55.45 - $57.39 $72,306 - $74,836	-1,304 Reduced 3.96%	31,657 $1.79 Million
Q1 2024 Apr 24, 2024	BUY	$54.75 - $57.86 $1.8 Million - $1.91 Million	32,961 New	32,961 $1.91 Million

Others Institutions Holding JEPI

# of Institutions

1,437

Shares Held

332M

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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Dakota Wealth Management J P Morgan Exchange Traded Fd Transaction History