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

Vivid Wealth Management, LLC

  • $252 Billion
  • Q3 2025

A detailed history of Vivid Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Vivid Wealth Management, LLC holds 104,729 shares of JEPI stock, worth $5.94 Million. This represents 2.38% of its overall portfolio holdings.

Number of Shares
104,729
Previous 102,365 2.31%
Holding current value
$5.94 Million
Previous $5.82 Billion 2.76%
% of portfolio
2.38%
Previous 2.56%

Shares

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

Oct 27, 2025
BUY
$55.61 - $57.37 $131,462 - $135,622
2,364 Added 2.31%
104,729 $5.98 Billion
Q2 2025

Jul 24, 2025
SELL
$51.14 - $57.0 $197,400 - $220,020
-3,860 Reduced 3.63%
102,365 $5.82 Billion
Q1 2025

Apr 17, 2025
BUY
$56.17 - $59.71 $152,108 - $161,694
2,708 Added 2.62%
106,225 $6.07 Billion
Q4 2024

Jan 30, 2025
BUY
$57.53 - $60.83 $145,435 - $153,778
2,528 Added 2.5%
103,517 $5.96 Billion
Q3 2024

Oct 24, 2024
BUY
$54.98 - $59.51 $877,370 - $949,660
15,958 Added 18.77%
100,989 $6.01 Billion
Q2 2024

Jul 25, 2024
BUY
$55.45 - $57.39 $1.4 Million - $1.45 Million
25,335 Added 42.44%
85,031 $4.82 Billion
Q1 2024

Apr 15, 2024
BUY
$54.75 - $57.86 $70,244 - $74,234
1,283 Added 2.2%
59,696 $3.45 Billion
Q4 2023

Jan 26, 2024
BUY
$51.51 - $55.33 $3.01 Million - $3.23 Million
58,413 New
58,413 $3.21 Billion

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
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