Forvis Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Forvis Wealth Advisors, LLC

  • $4.75 Billion
  • Q3 2025

A detailed history of Forvis Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 45,210 shares of JEPI stock, worth $2.57 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
45,210
Previous 33,658 34.32%
Holding current value
$2.57 Million
Previous $1.91 Million 34.92%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Oct 29, 2025
BUY
$55.61 - $57.37 $642,406 - $662,738
11,552 Added 34.32%
45,210 $2.58 Million
Q2 2025

Jul 29, 2025
BUY
$51.14 - $57.0 $1.14 Million - $1.27 Million
22,364 Added 198.02%
33,658 $1.91 Million
Q1 2025

May 13, 2025
BUY
$56.17 - $59.71 $634,383 - $674,364
11,294 New
11,294 $645,000

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

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