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

Wealth Management Partners, LLC

$291 Million
Q4 2025

A detailed history of Wealth Management Partners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Wealth Management Partners, LLC holds 6,823 shares of JEPI stock, worth $387,137. This represents 0.13% of its overall portfolio holdings.

Number of Shares

6,823

Previous 6,251 9.15%

Holding current value

$387,137

Previous $356,000 8.71%

% of portfolio

0.13%

Previous 0.13%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$56.0 - $57.6 $32,032 - $32,947	572 Added 9.15%	6,823 $387,000
Q3 2025 Oct 21, 2025	BUY	$55.61 - $57.37 $41,707 - $43,027	750 Added 13.63%	6,251 $356,000
Q2 2025 Jul 11, 2025	BUY	$51.14 - $57.0 $1,022 - $1,140	20 Added 0.36%	5,501 $312,000
Q1 2025 Apr 10, 2025	BUY	$56.17 - $59.71 $2,246 - $2,388	40 Added 0.74%	5,481 $310,000
Q4 2024 Jan 16, 2025	BUY	$57.53 - $60.83 $345 - $364	6 Added 0.11%	5,441 $313,000

Q3 2024 Oct 21, 2024	BUY	$54.98 - $59.51 $274 - $297	5 Added 0.09%	5,435 $323,000
Q2 2024 Jul 12, 2024	SELL	$55.45 - $57.39 $233,167 - $241,324	-4,205 Reduced 43.64%	5,430 $307,000
Q1 2024 Apr 12, 2024	SELL	$54.75 - $57.86 $10,128 - $10,704	-185 Reduced 1.88%	9,635 $557,000
Q4 2023 Jan 10, 2024	BUY	$51.51 - $55.33 $10,044 - $10,789	195 Added 2.03%	9,820 $539,000
Q3 2023 Oct 24, 2023	BUY	$53.5 - $55.92 $63,504 - $66,377	1,187 Added 14.07%	9,625 $515,000
Q2 2023 Jul 24, 2023	SELL	$53.85 - $55.4 $1,723 - $1,772	-32 Reduced 0.38%	8,438 $466,000
Q1 2023 Apr 14, 2023	BUY	$52.13 - $55.7 $24,501 - $26,179	470 Added 5.88%	8,470 $462,000
Q4 2022 Jan 20, 2023	SELL	$50.88 - $56.78 $50,880 - $56,780	-1,000 Reduced 11.11%	8,000 $0
Q3 2022 Oct 21, 2022	BUY	$51.23 - $57.83 $102,460 - $115,660	2,000 Added 28.57%	9,000 $445,000
Q2 2022 Jul 15, 2022	BUY	$52.86 - $62.23 $52,860 - $62,230	1,000 Added 16.67%	7,000 $387,000
Q1 2022 Apr 13, 2022	SELL	$58.11 - $63.04 $58,110 - $63,040	-1,000 Reduced 14.29%	6,000 $377,000
Q4 2021 Jan 19, 2022	BUY	$59.34 - $63.61 $83,372 - $89,372	1,405 Added 25.11%	7,000 $437,000
Q3 2021 Oct 29, 2021	BUY	$59.61 - $62.63 $333,517 - $350,414	5,595 New	5,595 $334,000

Others Institutions Holding JEPI

# of Institutions

1,438

Shares Held

332M

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

Track This Portfolio

Portfolio Update

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

News

Stay updated on Wealth Management Partners, LLC with notifications on news.

Account

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