Wealthcare Advisory Partners LLC J P Morgan Exchange Traded Fd Transaction History

Wealthcare Advisory Partners LLC

$3.54 Billion
Q1 2025

A detailed history of Wealthcare Advisory Partners LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 243,748 shares of JEPI stock, worth $13.8 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

243,748

Previous 234,438 3.97%

Holding current value

$13.8 Million

Previous $13.5 Million 2.43%

% of portfolio

0.39%

Previous 0.39%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$56.17 - $59.71 $522,942 - $555,900	9,310 Added 3.97%	243,748 $13.8 Million
Q4 2024 Jan 15, 2025	BUY	$57.53 - $60.83 $627,652 - $663,655	10,910 Added 4.88%	234,438 $13.5 Million
Q3 2024 Nov 04, 2024	SELL	$54.98 - $59.51 $2.02 Million - $2.18 Million	-36,656 Reduced 14.09%	223,528 $13.3 Million
Q2 2024 Aug 09, 2024	BUY	$55.45 - $57.39 $170,675 - $176,646	3,078 Added 1.2%	260,184 $14.7 Million
Q1 2024 Apr 15, 2024	SELL	$54.75 - $57.86 $661,818 - $699,411	-12,088 Reduced 4.49%	257,106 $14.9 Million
Q4 2023 Feb 06, 2024	BUY	$51.51 - $55.33 $7.12 Million - $7.65 Million	138,186 Added 105.48%	269,194 $14.8 Million
Q3 2023 Oct 12, 2023	BUY	$53.5 - $55.92 $624,559 - $652,810	11,674 Added 9.78%	131,008 $7.02 Million
Q2 2023 Jul 17, 2023	BUY	$53.85 - $55.4 $1.1 Million - $1.13 Million	20,428 Added 20.65%	119,334 $6.6 Million
Q1 2023 May 04, 2023	BUY	$52.13 - $55.7 $3.33 Million - $3.56 Million	63,853 Added 182.16%	98,906 $5.4 Million
Q4 2022 Feb 13, 2023	BUY	$50.88 - $56.78 $1.78 Million - $1.99 Million	35,053 New	35,053 $1.91 Million

Others Institutions Holding JEPI

# of Institutions

1,336

Shares Held

311M

Call Options Held

179K

Put Options Held

309K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
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Wealthcare Advisory Partners LLC J P Morgan Exchange Traded Fd Transaction History