Sax Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Sax Wealth Advisors, LLC

$2.07 Billion
Q4 2025

A detailed history of Sax Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 65,886 shares of JEPI stock, worth $3.74 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

65,886

Previous 58,408 12.8%

Holding current value

$3.74 Million

Previous $3.34 Million 12.08%

% of portfolio

0.18%

Previous 0.18%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$56.0 - $57.6 $418,768 - $430,732	7,478 Added 12.8%	65,886 $3.74 Million
Q3 2025 Oct 20, 2025	BUY	$55.61 - $57.37 $402,950 - $415,703	7,246 Added 14.16%	58,408 $3.34 Million
Q2 2025 Jul 23, 2025	BUY	$51.14 - $57.0 $417,916 - $465,804	8,172 Added 19.01%	51,162 $2.91 Million
Q1 2025 May 14, 2025	BUY	$56.17 - $59.71 $931,916 - $990,648	16,591 Added 62.85%	42,990 $2.46 Million
Q4 2024 Jan 15, 2025	BUY	$57.53 - $60.83 $1.03 Million - $1.08 Million	17,832 Added 208.15%	26,399 $1.52 Million

Q3 2024 Oct 17, 2024	BUY	$54.98 - $59.51 $158,232 - $171,269	2,878 Added 50.59%	8,567 $509,000
Q2 2024 Jul 12, 2024	BUY	$55.45 - $57.39 $315,455 - $326,491	5,689 New	5,689 $322,000

Others Institutions Holding JEPI

# of Institutions

1,438

Shares Held

332M

Call Options Held

737K

Put Options Held

636K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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Sax Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History