Sherman Wealth Management LLC J P Morgan Exchange Traded Fd Transaction History

Sherman Wealth Management LLC

  • $100 Billion
  • Q4 2025

A detailed history of Sherman Wealth Management LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Sherman Wealth Management LLC holds 10,587 shares of JEPI stock, worth $600,706. This represents 0.6% of its overall portfolio holdings.

Number of Shares
10,587
Holding current value
$600,706
% of portfolio
0.6%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026
SELL
$56.0 - $57.6 $79,632 - $81,907
-1,422 Reduced 13.43%
9,165 $525 Million
Q4 2025

Jan 13, 2026
BUY
$56.0 - $57.6 $592,872 - $609,811
10,587 New
10,587 $605 Million

Others Institutions Holding JEPI

# of Institutions
1,434
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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