White Knight Strategic Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

White Knight Strategic Wealth Advisors, LLC

  • $118 Million
  • Q3 2025

A detailed history of White Knight Strategic Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, White Knight Strategic Wealth Advisors, LLC holds 17,401 shares of JEPI stock, worth $987,332. This represents 0.84% of its overall portfolio holdings.

Number of Shares
17,401
Previous 18,923 8.04%
Holding current value
$987,332
Previous $1.08 Million 7.63%
% of portfolio
0.84%
Previous 0.99%

Shares

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

Nov 14, 2025
SELL
$55.61 - $57.37 $84,638 - $87,317
-1,522 Reduced 8.04%
17,401 $993,000
Q2 2025

Aug 14, 2025
BUY
$51.14 - $57.0 $128,719 - $143,469
2,517 Added 15.34%
18,923 $1.08 Million
Q1 2025

May 14, 2025
SELL
$56.17 - $59.71 $210,862 - $224,151
-3,754 Reduced 18.62%
16,406 $937,000
Q4 2024

Feb 14, 2025
BUY
$57.53 - $60.83 $1.16 Million - $1.23 Million
20,160 New
20,160 $1.16 Million

Others Institutions Holding JEPI

# of Institutions
1,435
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
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