Heritage Wealth Architects, Inc. J P Morgan Exchange Traded Fd Transaction History

Heritage Wealth Architects, Inc.

  • $162 Billion
  • Q3 2025

A detailed history of Heritage Wealth Architects, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Heritage Wealth Architects, Inc. holds 116,264 shares of JEPI stock, worth $6.6 Million. This represents 4.09% of its overall portfolio holdings.

Number of Shares
116,264
Previous 87,760 32.48%
Holding current value
$6.6 Million
Previous $4.99 Billion 33.06%
% of portfolio
4.09%
Previous 3.67%

Shares

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

Oct 02, 2025
BUY
$55.61 - $57.37 $1.59 Million - $1.64 Million
28,504 Added 32.48%
116,264 $6.64 Billion
Q2 2025

Jul 09, 2025
BUY
$51.14 - $57.0 $87,756 - $97,812
1,716 Added 1.99%
87,760 $4.99 Billion
Q1 2025

May 15, 2025
BUY
$56.17 - $59.71 $4.83 Million - $5.14 Million
86,044 New
86,044 $4.92 Billion

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

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