Fma Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History

Fma Wealth Management, LLC

$154 Billion
Q4 2025

A detailed history of Fma Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Fma Wealth Management, LLC holds 49,980 shares of JEPI stock, worth $2.84 Million. This represents 1.85% of its overall portfolio holdings.

Number of Shares

49,980

Previous 48,908 2.19%

Holding current value

$2.84 Million

Previous $2.79 Billion 2.44%

% of portfolio

1.85%

Previous 1.92%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 13, 2026	BUY	$56.0 - $57.6 $60,032 - $61,747	1,072 Added 2.19%	49,980 $2.86 Billion
Q3 2025 Nov 14, 2025	BUY	$55.61 - $57.37 $70,569 - $72,802	1,269 Added 2.66%	48,908 $2.79 Billion
Q2 2025 Jul 15, 2025	BUY	$51.14 - $57.0 $96,398 - $107,445	1,885 Added 4.12%	47,639 $2.71 Billion
Q1 2025 Apr 22, 2025	BUY	$56.17 - $59.71 $18,255 - $19,405	325 Added 0.72%	45,754 $2.72 Billion
Q4 2024 Feb 03, 2025	BUY	$57.53 - $60.83 $48,842 - $51,644	849 Added 1.9%	45,429 $2.61 Billion

Q3 2024 Oct 15, 2024	BUY	$54.98 - $59.51 $60,258 - $65,222	1,096 Added 2.52%	44,580 $2.65 Billion
Q2 2024 Jul 18, 2024	BUY	$55.45 - $57.39 $49,849 - $51,593	899 Added 2.11%	43,484 $2.46 Billion
Q1 2024 Apr 29, 2024	BUY	$54.75 - $57.86 $71,667 - $75,738	1,309 Added 3.17%	42,585 $2.46 Billion
Q4 2023 Feb 09, 2024	BUY	$51.51 - $55.33 $2.13 Million - $2.28 Million	41,276 New	41,276 $2.27 Billion

Others Institutions Holding JEPI

# of Institutions

1,444

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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Fma Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History