Wealthspire Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Wealthspire Advisors, LLC

$18.8 Billion
Q3 2025

A detailed history of Wealthspire Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 32,232 shares of JEPI stock, worth $1.83 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

32,232

Previous 32,201 0.1%

Holding current value

$1.83 Million

Previous $1.83 Million 0.55%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$55.61 - $57.37 $1,723 - $1,778	31 Added 0.1%	32,232 $1.84 Million
Q2 2025 Aug 11, 2025	BUY	$51.14 - $57.0 $1.27 Million - $1.42 Million	24,928 Added 342.75%	32,201 $1.83 Million
Q1 2025 May 09, 2025	SELL	$56.17 - $59.71 $5,617 - $5,971	-100 Reduced 1.36%	7,273 $415,000
Q4 2024 Feb 03, 2025	BUY	$57.53 - $60.83 $424,168 - $448,499	7,373 New	7,373 $424,000
Q2 2024 Aug 08, 2024	BUY	$55.45 - $57.39 $1.81 Million - $1.88 Million	32,689 New	32,689 $1.85 Million

Q3 2023 Nov 06, 2023	BUY	$53.5 - $55.92 $232,404 - $242,916	4,344 New	4,344 $232,000

Others Institutions Holding JEPI

# of Institutions

1,435

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

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Wealthspire Advisors, LLC J P Morgan Exchange Traded Fd Transaction History