New Edge Wealth, LLC J P Morgan Exchange Traded Fd Transaction History

New Edge Wealth, LLC

  • $6.58 Billion
  • Q3 2025

A detailed history of New Edge Wealth, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, New Edge Wealth, LLC holds 60,635 shares of JEPI stock, worth $3.44 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
60,635
Previous 54,465 11.33%
Holding current value
$3.44 Million
Previous $3.1 Million 11.82%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 07, 2025
BUY
$55.61 - $57.37 $343,113 - $353,972
6,170 Added 11.33%
60,635 $3.46 Million
Q2 2025

Aug 11, 2025
SELL
$51.14 - $57.0 $1.14 Million - $1.27 Million
-22,229 Reduced 28.98%
54,465 $3.1 Million
Q1 2025

May 09, 2025
SELL
$56.17 - $59.71 $1.87 Million - $1.99 Million
-33,270 Reduced 30.26%
76,694 $4.38 Million
Q4 2024

Feb 04, 2025
BUY
$57.53 - $60.83 $79,276 - $83,823
1,378 Added 1.27%
109,964 $6.33 Million
Q3 2024

Nov 12, 2024
BUY
$54.98 - $59.51 $692,748 - $749,826
12,600 Added 13.13%
108,586 $6.46 Million
Q2 2024

Aug 01, 2024
SELL
$55.45 - $57.39 $2.58 Million - $2.67 Million
-46,590 Reduced 32.68%
95,986 $5.44 Million
Q1 2024

May 06, 2024
BUY
$54.75 - $57.86 $5.65 Million - $5.97 Million
103,247 Added 262.52%
142,576 $8.25 Million
Q4 2023

Jan 29, 2024
BUY
$51.51 - $55.33 $472,346 - $507,376
9,170 Added 30.41%
39,329 $2.16 Million
Q3 2023

Nov 08, 2023
BUY
$53.5 - $55.92 $219,457 - $229,383
4,102 Added 15.74%
30,159 $1.62 Million
Q2 2023

Aug 09, 2023
BUY
$53.85 - $55.4 $1.07 Million - $1.1 Million
19,786 Added 315.52%
26,057 $1.44 Million
Q1 2023

May 08, 2023
BUY
$52.13 - $55.7 $326,907 - $349,294
6,271 New
6,271 $342,000

Others Institutions Holding JEPI

# of Institutions
1,436
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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