A detailed history of Welch Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Welch Group, LLC holds 4,443 shares of JEPI stock, worth $252,095. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,443
Previous 4,432 0.25%
Holding current value
$252,095
Previous $251,000 0.8%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 14, 2025

BUY
$55.61 - $57.37 $611 - $631
11 Added 0.25%
4,443 $253,000
Q2 2025

Jul 25, 2025

BUY
$51.14 - $57.0 $664 - $741
13 Added 0.29%
4,432 $251,000
Q1 2025

Apr 07, 2025

SELL
$56.17 - $59.71 $172,835 - $183,727
-3,077 Reduced 41.05%
4,419 $250,000
Q4 2024

Jan 24, 2025

BUY
$57.53 - $60.83 $431,244 - $455,981
7,496 New
7,496 $431,000

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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