Madison Wealth Partners, Inc J P Morgan Exchange Traded Fd Transaction History

Madison Wealth Partners, Inc

  • $444 Million
  • Q3 2025

A detailed history of Madison Wealth Partners, Inc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Madison Wealth Partners, Inc holds 12,857 shares of JEPI stock, worth $729,506. This represents 0.17% of its overall portfolio holdings.

Number of Shares
12,857
Previous 12,380 3.85%
Holding current value
$729,506
Previous $703,000 4.41%
% of portfolio
0.17%
Previous 0.17%

Shares

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

Nov 12, 2025
BUY
$55.61 - $57.37 $26,525 - $27,365
477 Added 3.85%
12,857 $734,000
Q2 2025

Jul 29, 2025
BUY
$51.14 - $57.0 $26,234 - $29,241
513 Added 4.32%
12,380 $703,000
Q1 2025

Apr 22, 2025
BUY
$56.17 - $59.71 $136,324 - $144,916
2,427 Added 25.71%
11,867 $678,000
Q4 2024

Feb 10, 2025
BUY
$57.53 - $60.83 $303,010 - $320,391
5,267 Added 126.22%
9,440 $543,000
Q3 2024

Oct 24, 2024
BUY
$54.98 - $59.51 $229,431 - $248,335
4,173 New
4,173 $248,000

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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