Riverbend Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History

Riverbend Wealth Management, LLC

  • $143 Billion
  • Q3 2025

A detailed history of Riverbend Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Riverbend Wealth Management, LLC holds 42,287 shares of JEPI stock, worth $2.4 Million. This represents 1.69% of its overall portfolio holdings.

Number of Shares
42,287
Previous 40,812 3.61%
Holding current value
$2.4 Million
Previous $2.32 Billion 4.07%
% of portfolio
1.69%
Previous 1.76%

Shares

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

Oct 21, 2025
BUY
$55.61 - $57.37 $82,024 - $84,620
1,475 Added 3.61%
42,287 $2.41 Billion
Q2 2025

Jul 29, 2025
BUY
$51.14 - $57.0 $384,010 - $428,013
7,509 Added 22.55%
40,812 $2.32 Billion
Q1 2025

Apr 23, 2025
SELL
$56.17 - $59.71 $1,628 - $1,731
-29 Reduced 0.09%
33,303 $1.9 Billion
Q4 2024

Feb 07, 2025
BUY
$57.53 - $60.83 $1.92 Million - $2.03 Million
33,332 New
33,332 $1.92 Billion

Others Institutions Holding JEPI

# of Institutions
1,444
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
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