Talisman Wealth Advisors LLC J P Morgan Exchange Traded Fd Transaction History

Talisman Wealth Advisors LLC

  • $120 Million
  • Q3 2025

A detailed history of Talisman Wealth Advisors LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 5,452 shares of JEPI stock, worth $309,346. This represents 0.26% of its overall portfolio holdings.

Number of Shares
5,452
Previous 4,925 10.7%
Holding current value
$309,346
Previous $279,000 11.47%
% of portfolio
0.26%
Previous 0.25%

Shares

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

Nov 14, 2025
BUY
$55.61 - $57.37 $29,306 - $30,233
527 Added 10.7%
5,452 $311,000
Q2 2025

Aug 14, 2025
BUY
$51.14 - $57.0 $5,676 - $6,327
111 Added 2.31%
4,925 $279,000
Q1 2025

May 14, 2025
BUY
$56.17 - $59.71 $270,402 - $287,443
4,814 New
4,814 $275,000

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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