Org Wealth Partners, LLC J P Morgan Exchange Traded Fd Transaction History

Org Wealth Partners, LLC

  • $269 Million
  • Q3 2025

A detailed history of Org Wealth Partners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Org Wealth Partners, LLC holds 11,818 shares of JEPI stock, worth $670,553. This represents 0.25% of its overall portfolio holdings.

Number of Shares
11,818
Previous 11,769 0.42%
Holding current value
$670,553
Previous $669,000 0.75%
% of portfolio
0.25%
Previous 0.29%

Shares

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

Oct 24, 2025
BUY
$55.61 - $57.37 $2,724 - $2,811
49 Added 0.42%
11,818 $674,000
Q2 2025

Jul 16, 2025
SELL
$51.14 - $57.0 $192,797 - $214,890
-3,770 Reduced 24.26%
11,769 $669,000
Q1 2025

Apr 21, 2025
BUY
$56.17 - $59.71 $872,825 - $927,833
15,539 New
15,539 $887,000

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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