Wealthfront Advisers LLC J P Morgan Exchange Traded Fd Transaction History

Wealthfront Advisers LLC

$41.6 Billion
Q3 2025

A detailed history of Wealthfront Advisers LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Wealthfront Advisers LLC holds 198,467 shares of JEPI stock, worth $11.3 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

198,467

Previous 179,334 10.67%

Holding current value

$11.3 Million

Previous $10.2 Million 11.15%

% of portfolio

0.03%

Previous 0.03%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	BUY	$55.61 - $57.37 $1.06 Million - $1.1 Million	19,133 Added 10.67%	198,467 $11.3 Million
Q2 2025 Jul 31, 2025	BUY	$51.14 - $57.0 $465,169 - $518,472	9,096 Added 5.34%	179,334 $10.2 Million
Q1 2025 May 02, 2025	SELL	$56.17 - $59.71 $162,387 - $172,621	-2,891 Reduced 1.67%	170,238 $9.73 Million
Q4 2024 Apr 01, 2025	BUY	$57.53 - $60.83 $9.96 Million - $10.5 Million	173,129 New	173,129 $9.96 Million
Q3 2024 Nov 12, 2024	SELL	$54.98 - $59.51 $66,140 - $71,590	-1,203 Reduced 0.8%	148,268 $8.82 Million

Q2 2024 Aug 14, 2024	SELL	$55.45 - $57.39 $419,368 - $434,040	-7,563 Reduced 4.82%	149,471 $8.47 Million
Q1 2024 Apr 19, 2024	BUY	$54.75 - $57.86 $777,614 - $821,785	14,203 Added 9.94%	157,034 $9.09 Million
Q4 2023 Feb 09, 2024	SELL	$51.51 - $55.33 $1.43 Million - $1.54 Million	-27,817 Reduced 16.3%	142,831 $7.85 Million
Q3 2023 Nov 01, 2023	BUY	$53.5 - $55.92 $1.67 Million - $1.74 Million	31,157 Added 22.34%	170,648 $9.14 Million
Q2 2023 Aug 07, 2023	BUY	$53.85 - $55.4 $2.52 Million - $2.6 Million	46,858 Added 50.58%	139,491 $7.72 Million
Q1 2023 Apr 28, 2023	BUY	$52.13 - $55.7 $2.24 Million - $2.39 Million	42,974 Added 86.54%	92,633 $5.06 Million
Q4 2022 Feb 10, 2023	BUY	$50.88 - $56.78 $556,627 - $621,173	10,940 Added 28.25%	49,659 $2.71 Million
Q3 2022 Nov 14, 2022	BUY	$51.23 - $57.83 $491,193 - $554,474	9,588 Added 32.91%	38,719 $1.98 Million
Q2 2022 Jul 20, 2022	BUY	$52.86 - $62.23 $1.26 Million - $1.48 Million	23,774 Added 443.79%	29,131 $1.62 Million
Q1 2022 May 16, 2022	BUY	$58.11 - $63.04 $311,295 - $337,705	5,357 New	5,357 $329,000

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

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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Wealthfront Advisers LLC J P Morgan Exchange Traded Fd Transaction History