Bright Futures Wealth Management, Llc. J P Morgan Exchange Traded Fd Transaction History

Bright Futures Wealth Management, Llc.

  • $198 Million
  • Q3 2024

A detailed history of Bright Futures Wealth Management, Llc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Bright Futures Wealth Management, Llc. holds 5,235 shares of JEPI stock, worth $314,257. This represents 0.16% of its overall portfolio holdings.

Number of Shares
5,235
Previous 4,711 11.12%
Holding current value
$314,257
Previous $267,000 16.48%
% of portfolio
0.16%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$54.98 - $59.51 $28,809 - $31,183
524 Added 11.12%
5,235 $311,000
Q2 2024

Aug 07, 2024
BUY
$55.45 - $57.39 $609 - $631
11 Added 0.23%
4,711 $267,000
Q1 2024

Jun 28, 2024
BUY
$54.75 - $57.86 $257,325 - $271,942
4,700 New
4,700 $267 Million

Others Institutions Holding JEPI

# of Institutions
1,147
Shares Held
274M
Call Options Held
283K
Put Options Held
338K
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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