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

Tcfg Wealth Management, LLC

$242 Billion
Q3 2025

A detailed history of Tcfg Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Tcfg Wealth Management, LLC holds 831,833 shares of JEPI stock, worth $47.2 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

831,833

Previous 21,094 3843.46%

Holding current value

$47.2 Million

Previous $1.2 Billion 67.37%

% of portfolio

0.16%

Previous 0.54%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 21, 2025	SELL	$55.61 - $57.37 $45.1 Million - $46.5 Million	-810,718 Reduced 97.46%	21,115 $1.2 Billion
Q3 2025 Nov 18, 2025	BUY	$55.61 - $57.37 $45.1 Million - $46.5 Million	810,739 Added 3843.46%	831,833 $391 Million
Q2 2025 Jul 22, 2025	BUY	$51.14 - $57.0 $716,982 - $799,140	14,020 Added 198.19%	21,094 $1.2 Billion
Q1 2025 Apr 16, 2025	SELL	$56.17 - $59.71 $33,364 - $35,467	-594 Reduced 7.75%	7,074 $404 Million
Q4 2024 Jan 30, 2025	BUY	$57.53 - $60.83 $43,147 - $45,622	750 Added 10.84%	7,668 $441 Million

Q3 2024 Oct 15, 2024	BUY	$54.98 - $59.51 $380,351 - $411,690	6,918 New	6,918 $412 Million

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

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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