A detailed history of Unique Wealth, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Unique Wealth, LLC holds 55,429 shares of JEPI stock, worth $3.28 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares
55,429
Previous 95,734 42.1%
Holding current value
$3.28 Million
Previous $5.43 Billion 39.21%
% of portfolio
0.76%
Previous 1.42%

Shares

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

Oct 03, 2024

SELL
$54.98 - $59.51 $2.22 Million - $2.4 Million
-40,305 Reduced 42.1%
55,429 $3.3 Billion
Q2 2024

Jul 18, 2024

SELL
$55.45 - $57.39 $571,190 - $591,174
-10,301 Reduced 9.71%
95,734 $5.43 Billion
Q1 2024

Apr 11, 2024

SELL
$54.75 - $57.86 $5.22 Million - $5.51 Million
-95,278 Reduced 47.33%
106,035 $6.14 Billion
Q4 2023

Jan 11, 2024

BUY
$51.51 - $55.33 $1.1 Million - $1.18 Million
21,304 Added 11.83%
201,313 $11.1 Billion
Q3 2023

Oct 10, 2023

BUY
$53.5 - $55.92 $150,388 - $157,191
2,811 Added 1.59%
180,009 $9.64 Billion
Q2 2023

Jul 21, 2023

BUY
$53.85 - $55.4 $1.2 Million - $1.24 Million
22,325 Added 14.42%
177,198 $9.8 Billion
Q1 2023

Apr 20, 2023

BUY
$52.13 - $55.7 $1.06 Million - $1.13 Million
20,317 Added 15.1%
154,873 $8.46 Billion
Q4 2022

Jan 25, 2023

BUY
$50.88 - $56.78 $6.85 Million - $7.64 Million
134,556 New
134,556 $7.33 Billion

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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