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

Guardian Wealth Advisors, LLC

$1.45 Billion
Q3 2025

A detailed history of Guardian Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 208,259 shares of JEPI stock, worth $11.8 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares

208,259

Previous 238,975 12.85%

Holding current value

$11.8 Million

Previous $13.6 Million 12.47%

% of portfolio

0.82%

Previous 1.03%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$55.61 - $57.37 $1.71 Million - $1.76 Million	-30,716 Reduced 12.85%	208,259 $11.9 Million
Q2 2025 Aug 14, 2025	BUY	$51.14 - $57.0 $477,749 - $532,494	9,342 Added 4.07%	238,975 $13.6 Million
Q1 2025 May 15, 2025	SELL	$56.17 - $59.71 $24,321 - $25,854	-433 Reduced 0.19%	229,633 $13.1 Million
Q4 2024 Feb 14, 2025	BUY	$57.53 - $60.83 $822,563 - $869,747	14,298 Added 6.63%	230,066 $13.2 Million
Q3 2024 Nov 14, 2024	BUY	$54.98 - $59.51 $77,576 - $83,968	1,411 Added 0.66%	215,768 $12.8 Million

Q2 2024 Aug 14, 2024	SELL	$55.45 - $57.39 $12.4 Million - $12.8 Million	-222,986 Reduced 50.99%	214,357 $12.1 Million
Q1 2024 May 15, 2024	BUY	$54.75 - $57.86 $2.38 Million - $2.52 Million	43,557 Added 11.06%	437,343 $25.3 Million
Q4 2023 Feb 14, 2024	BUY	$51.51 - $55.33 $488,314 - $524,528	9,480 Added 2.47%	393,786 $21.7 Million
Q3 2023 Nov 14, 2023	SELL	$53.5 - $55.92 $2.3 Million - $2.4 Million	-42,955 Reduced 10.05%	384,306 $20.6 Million
Q2 2023 Aug 14, 2023	BUY	$53.85 - $55.4 $1.63 Million - $1.68 Million	30,358 Added 7.65%	427,261 $23.6 Million
Q1 2023 May 15, 2023	BUY	$52.13 - $55.7 $3.31 Million - $3.53 Million	63,441 Added 19.02%	396,903 $21.7 Million
Q4 2022 Feb 14, 2023	BUY	$50.88 - $56.78 $13.8 Million - $15.4 Million	270,773 Added 431.93%	333,462 $18.2 Million
Q3 2022 Nov 14, 2022	BUY	$51.23 - $57.83 $2.09 Million - $2.36 Million	40,764 Added 185.92%	62,689 $3.21 Million
Q2 2022 Aug 15, 2022	BUY	$52.86 - $62.23 $1.16 Million - $1.36 Million	21,925 New	21,925 $1.22 Million

Others Institutions Holding JEPI

# of Institutions

1,433

Shares Held

333M

Call Options Held

737K

Put Options Held

636K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
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Guardian Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History