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

Foster Victor Wealth Advisors, LLC

  • $1.53 Billion
  • Q3 2025

A detailed history of Foster Victor Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Foster Victor Wealth Advisors, LLC holds 15,286 shares of JEPI stock, worth $867,327. This represents 0.06% of its overall portfolio holdings.

Number of Shares
15,286
Previous 11,267 35.67%
Holding current value
$867,327
Previous $640,000 36.25%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Oct 10, 2025
BUY
$55.61 - $57.37 $223,496 - $230,570
4,019 Added 35.67%
15,286 $872,000
Q2 2025

Jul 15, 2025
BUY
$51.14 - $57.0 $14,370 - $16,017
281 Added 2.56%
11,267 $640,000
Q1 2025

Apr 16, 2025
SELL
$56.17 - $59.71 $366,846 - $389,966
-6,531 Reduced 37.28%
10,986 $622,000
Q4 2024

Jan 22, 2025
SELL
$57.53 - $60.83 $2,013 - $2,129
-35 Reduced 0.2%
17,517 $1.01 Million
Q3 2024

Oct 15, 2024
SELL
$54.98 - $59.51 $79,006 - $85,515
-1,437 Reduced 7.57%
17,552 $1.04 Million
Q2 2024

Jul 18, 2024
BUY
$55.45 - $57.39 $215,256 - $222,787
3,882 Added 25.7%
18,989 $1.08 Million
Q1 2024

Apr 26, 2024
BUY
$54.75 - $57.86 $207,831 - $219,636
3,796 Added 33.56%
15,107 $874,000
Q4 2023

Jan 19, 2024
BUY
$51.51 - $55.33 $209,954 - $225,525
4,076 Added 56.34%
11,311 $621,000
Q3 2023

Oct 13, 2023
BUY
$53.5 - $55.92 $183,933 - $192,252
3,438 Added 90.55%
7,235 $387,000
Q2 2023

Jul 14, 2023
BUY
$53.85 - $55.4 $204,468 - $210,353
3,797 New
3,797 $210,000

Others Institutions Holding JEPI

# of Institutions
1,434
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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