Elevatus Welath Management J P Morgan Exchange Traded Fd Transaction History

Elevatus Welath Management

  • $346 Billion
  • Q3 2025

A detailed history of Elevatus Welath Management transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Elevatus Welath Management holds 13,465 shares of JEPI stock, worth $764,004. This represents 0.22% of its overall portfolio holdings.

Number of Shares
13,465
Previous 10,819 24.46%
Holding current value
$764,004
Previous $615 Million 25.0%
% of portfolio
0.22%
Previous 0.21%

Shares

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

Nov 13, 2025
BUY
$55.61 - $57.37 $147,144 - $151,801
2,646 Added 24.46%
13,465 $769 Million
Q2 2025

Aug 14, 2025
BUY
$51.14 - $57.0 $176,688 - $196,935
3,455 Added 46.92%
10,819 $615 Million
Q1 2025

May 13, 2025
BUY
$56.17 - $59.71 $413,635 - $439,704
7,364 New
7,364 $421 Million

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

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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