Iht Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History

Iht Wealth Management, LLC

  • $3.68 Billion
  • Q3 2025

A detailed history of Iht Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Iht Wealth Management, LLC holds 35,337 shares of JEPI stock, worth $2.01 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
35,337
Previous 32,691 8.09%
Holding current value
$2.01 Million
Previous $1.86 Million 8.56%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 14, 2025
BUY
$55.61 - $57.37 $147,144 - $151,801
2,646 Added 8.09%
35,337 $2.02 Million
Q2 2025

Aug 14, 2025
SELL
$51.14 - $57.0 $34,161 - $38,076
-668 Reduced 2.0%
32,691 $1.86 Million
Q1 2025

May 15, 2025
SELL
$56.17 - $59.71 $465,873 - $495,234
-8,294 Reduced 19.91%
33,359 $1.91 Million
Q4 2024

Feb 14, 2025
SELL
$57.53 - $60.83 $1.61 Million - $1.7 Million
-27,910 Reduced 40.12%
41,653 $2.4 Million
Q3 2024

Nov 14, 2024
BUY
$54.98 - $59.51 $1.54 Million - $1.66 Million
27,933 Added 67.1%
69,563 $4.14 Million
Q2 2024

Aug 14, 2024
SELL
$55.45 - $57.39 $187,864 - $194,437
-3,388 Reduced 7.53%
41,630 $2.36 Million
Q1 2024

May 15, 2024
BUY
$54.75 - $57.86 $464,827 - $491,231
8,490 Added 23.24%
45,018 $2.6 Million
Q4 2023

Feb 14, 2024
BUY
$51.51 - $55.33 $429,232 - $461,064
8,333 Added 29.55%
36,528 $2.01 Million
Q3 2023

Nov 14, 2023
BUY
$53.5 - $55.92 $367,331 - $383,946
6,866 Added 32.19%
28,195 $1.51 Million
Q2 2023

Aug 14, 2023
BUY
$53.85 - $55.4 $261,441 - $268,967
4,855 Added 29.47%
21,329 $1.18 Million
Q1 2023

May 15, 2023
BUY
$52.13 - $55.7 $397,595 - $424,823
7,627 Added 86.21%
16,474 $899,000
Q4 2022

Feb 14, 2023
BUY
$50.88 - $56.78 $450,135 - $502,332
8,847 New
8,847 $482,000

Others Institutions Holding JEPI

# of Institutions
1,434
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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