Pasadena Private Wealth, LLC J P Morgan Exchange Traded Fd Transaction History

Pasadena Private Wealth, LLC

  • $574 Million
  • Q3 2025

A detailed history of Pasadena Private Wealth, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Pasadena Private Wealth, LLC holds 22,820 shares of JEPI stock, worth $1.29 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
22,820
Previous 22,605 0.95%
Holding current value
$1.29 Million
Previous $1.29 Million 1.4%
% of portfolio
0.23%
Previous 0.26%

Shares

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

Oct 23, 2025
BUY
$55.61 - $57.37 $11,956 - $12,334
215 Added 0.95%
22,820 $1.3 Million
Q2 2025

Aug 01, 2025
BUY
$51.14 - $57.0 $133,986 - $149,340
2,620 Added 13.11%
22,605 $1.29 Million
Q1 2025

May 08, 2025
BUY
$56.17 - $59.71 $1.12 Million - $1.19 Million
19,985 New
19,985 $1.14 Million

Others Institutions Holding JEPI

# of Institutions
1,433
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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