Bridgewealth Advisory Group, LLC J P Morgan Exchange Traded Fd Transaction History

Bridgewealth Advisory Group, LLC

$354 Billion
Q4 2024

A detailed history of Bridgewealth Advisory Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Bridgewealth Advisory Group, LLC holds 122,756 shares of JEPI stock, worth $7.26 Million. This represents 2.06% of its overall portfolio holdings.

Number of Shares

122,756

Previous 136,417 10.01%

Holding current value

$7.26 Million

Previous $8.12 Billion 10.36%

% of portfolio

2.06%

Previous 2.95%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$57.53 - $60.83 $785,917 - $830,998	-13,661 Reduced 10.01%	122,756 $7.28 Billion
Q3 2024 Nov 13, 2024	BUY	$54.98 - $59.51 $373,149 - $403,894	6,787 Added 5.24%	136,417 $8.12 Billion
Q2 2024 Aug 13, 2024	BUY	$55.45 - $57.39 $797,592 - $825,497	14,384 Added 12.48%	129,630 $7.35 Billion
Q1 2024 Apr 18, 2024	BUY	$54.75 - $57.86 $4 Million - $4.23 Million	73,031 Added 173.0%	115,246 $6.67 Billion
Q4 2023 Feb 05, 2024	BUY	$51.51 - $55.33 $919,401 - $987,585	17,849 Added 73.25%	42,215 $2.32 Billion
Q3 2023 Nov 09, 2023	BUY	$53.5 - $55.92 $318,325 - $332,724	5,950 Added 32.31%	24,366 $1.31 Billion
Q2 2023 Aug 14, 2023	BUY	$53.85 - $55.4 $414,752 - $426,690	7,702 Added 71.89%	18,416 $1.02 Billion
Q1 2023 May 15, 2023	BUY	$52.13 - $55.7 $558,520 - $596,769	10,714 New	10,714 $585 Million

Others Institutions Holding JEPI

# of Institutions

1,302

Shares Held

301M

Call Options Held

284K

Put Options Held

338K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
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Bridgewealth Advisory Group, LLC J P Morgan Exchange Traded Fd Transaction History