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

Heritage Wealth Architects, Inc.

$214 Billion
Q4 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 104,593 shares of JEPI stock, worth $5.93 Million. This represents 2.85% of its overall portfolio holdings.

Number of Shares

104,593

Previous 116,264 10.04%

Holding current value

$5.93 Million

Previous $6.64 Billion 8.02%

% of portfolio

2.85%

Previous 4.09%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 26, 2026	SELL	$56.0 - $57.6 $653,576 - $672,249	-11,671 Reduced 10.04%	104,593 $6.11 Billion
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

1,448

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