Spahn Wealth & Retirement LLC J P Morgan Exchange Traded Fd Transaction History

Spahn Wealth & Retirement LLC

  • $169 Billion
  • Q3 2025

A detailed history of Spahn Wealth & Retirement LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Spahn Wealth & Retirement LLC holds 11,275 shares of JEPI stock, worth $639,743. This represents 0.38% of its overall portfolio holdings.

Number of Shares
11,275
Previous 11,275 -0.0%
Holding current value
$639,743
Previous $641 Million 0.44%
% of portfolio
0.38%
Previous 0.41%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Nov 13, 2025
SELL
$56.17 - $59.71 $30,050 - $31,944
-535 Reduced 4.53%
11,275 $644 Million
Q4 2024

Feb 12, 2025
BUY
$57.53 - $60.83 $679,429 - $718,402
11,810 New
11,810 $679 Million

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
Track This Portfolio

Track Spahn Wealth & Retirement LLC Portfolio

Follow Spahn Wealth & Retirement LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Spahn Wealth & Retirement LLC, based on Form 13F filings with the SEC.

News

Stay updated on Spahn Wealth & Retirement LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email