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

Whipplewood Advisors, LLC

  • $152 Billion
  • Q3 2025

A detailed history of Whipplewood Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 67,669 shares of JEPI stock, worth $3.84 Million. This represents 2.54% of its overall portfolio holdings.

Number of Shares
67,669
Previous 66,871 1.19%
Holding current value
$3.84 Million
Previous $3.8 Billion 1.64%
% of portfolio
2.54%
Previous 2.09%

Shares

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

Nov 06, 2025
BUY
$55.61 - $57.37 $44,376 - $45,781
798 Added 1.19%
67,669 $3.86 Billion
Q2 2025

Jul 31, 2025
BUY
$51.14 - $57.0 $2.25 Million - $2.5 Million
43,905 Added 191.17%
66,871 $3.8 Billion
Q1 2025

Apr 09, 2025
SELL
$56.17 - $59.71 $844,235 - $897,441
-15,030 Reduced 39.56%
22,966 $3.62 Billion
Q4 2024

Feb 04, 2025
BUY
$57.53 - $60.83 $2.19 Million - $2.31 Million
37,996 New
37,996 $2.19 Billion

Others Institutions Holding JEPI

# of Institutions
1,434
Shares Held
333M
Call Options Held
737K
Put Options Held
636K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Whipplewood Advisors, LLC Portfolio

Follow Whipplewood Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Whipplewood Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email