1900 Wealth Management LLC J P Morgan Exchange Traded Fd Transaction History

1900 Wealth Management LLC

  • $1.13 Billion
  • Q3 2024

A detailed history of 1900 Wealth Management LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, 1900 Wealth Management LLC holds 6,777 shares of JEPI stock, worth $396,251. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,777
Previous 6,748 0.43%
Holding current value
$396,251
Previous $382,000 5.5%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 04, 2024
BUY
$54.98 - $59.51 $1,594 - $1,725
29 Added 0.43%
6,777 $403,000
Q2 2024

Jul 26, 2024
SELL
$55.45 - $57.39 $1,608 - $1,664
-29 Reduced 0.43%
6,748 $382,000
Q1 2024

Apr 24, 2024
SELL
$54.75 - $57.86 $22,666 - $23,954
-414 Reduced 5.76%
6,777 $392,000
Q4 2023

Feb 01, 2024
SELL
$51.51 - $55.33 $205,885 - $221,154
-3,997 Reduced 35.73%
7,191 $395,000
Q3 2023

Oct 17, 2023
BUY
$53.5 - $55.92 $86,884 - $90,814
1,624 Added 16.98%
11,188 $599,000
Q2 2023

Jul 21, 2023
BUY
$53.85 - $55.4 $515,021 - $529,845
9,564 New
9,564 $529,000

Others Institutions Holding JEPI

# of Institutions
1,139
Shares Held
271M
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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