Foguth Wealth Management, Llc. J P Morgan Exchange Traded Fd Transaction History

Foguth Wealth Management, Llc.

$645 Billion
Q4 2025

A detailed history of Foguth Wealth Management, Llc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Foguth Wealth Management, Llc. holds 197,028 shares of JEPI stock, worth $11.2 Million. This represents 1.75% of its overall portfolio holdings.

Number of Shares

197,028

Previous 154,077 27.88%

Holding current value

$11.2 Million

Previous $8.76 Billion 28.93%

% of portfolio

1.75%

Previous 1.87%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 05, 2026	BUY	$56.0 - $57.6 $2.41 Million - $2.47 Million	42,951 Added 27.88%	197,028 $11.3 Billion
Q2 2025 Jul 22, 2025	SELL	$51.14 - $57.0 $1.78 Million - $1.99 Million	-34,881 Reduced 18.46%	154,077 $8.76 Billion
Q1 2025 May 15, 2025	SELL	$56.17 - $59.71 $5.04 Million - $5.35 Million	-89,675 Reduced 32.18%	188,958 $10.8 Billion
Q4 2024 Jan 27, 2025	BUY	$57.53 - $60.83 $4.55 Million - $4.81 Million	79,096 Added 39.64%	278,633 $16.5 Billion
Q3 2024 Oct 09, 2024	BUY	$54.98 - $59.51 $3.14 Million - $3.4 Million	57,139 Added 40.13%	199,537 $11.8 Billion

Q2 2024 Jul 16, 2024	BUY	$55.45 - $57.39 $2.18 Million - $2.25 Million	39,292 Added 38.11%	142,398 $8.07 Billion
Q1 2024 Apr 17, 2024	BUY	$54.75 - $57.86 $5.65 Million - $5.97 Million	103,106 New	103,106 $5.97 Billion

Others Institutions Holding JEPI

# of Institutions

1,436

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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Foguth Wealth Management, Llc. J P Morgan Exchange Traded Fd Transaction History