Journey Strategic Wealth LLC J P Morgan Exchange Traded Fd Transaction History

Journey Strategic Wealth LLC

  • $3.41 Billion
  • Q3 2025

A detailed history of Journey Strategic Wealth LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 10,590 shares of JEPI stock, worth $600,876. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,590
Previous 11,303 6.31%
Holding current value
$600,876
Previous $642,000 5.92%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 12, 2025
SELL
$55.61 - $57.37 $39,649 - $40,904
-713 Reduced 6.31%
10,590 $604,000
Q2 2025

Aug 12, 2025
BUY
$51.14 - $57.0 $42,037 - $46,854
822 Added 7.84%
11,303 $642,000
Q1 2025

May 06, 2025
BUY
$56.17 - $59.71 $129,752 - $137,930
2,310 Added 28.27%
10,481 $598,000
Q4 2024

Jan 24, 2025
BUY
$57.53 - $60.83 $470,077 - $497,041
8,171 New
8,171 $470,000
Q2 2024

Aug 14, 2024
BUY
$55.45 - $57.39 $332,700 - $344,340
6,000 New
6,000 $340,000

Others Institutions Holding JEPI

# of Institutions
1,442
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
Track This Portfolio

Track Journey Strategic Wealth LLC Portfolio

Follow Journey Strategic Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Journey Strategic Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Journey Strategic Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email