Ergawealth Advisors, Inc. J P Morgan Exchange Traded Fd Transaction History

Ergawealth Advisors, Inc.

$202 Billion
Q3 2024

A detailed history of Ergawealth Advisors, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Ergawealth Advisors, Inc. holds 306,849 shares of JEPI stock, worth $18.4 Million. This represents 9.05% of its overall portfolio holdings.

Number of Shares

306,849

Previous 343,440 10.65%

Holding current value

$18.4 Million

Previous $19.5 Billion 6.19%

% of portfolio

9.05%

Previous 10.6%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	SELL	$54.98 - $59.51 $2.01 Million - $2.18 Million	-36,591 Reduced 10.65%	306,849 $18.3 Billion
Q2 2024 Jul 19, 2024	SELL	$55.45 - $57.39 $4.7 Million - $4.86 Million	-84,767 Reduced 19.8%	343,440 $19.5 Billion
Q1 2024 Apr 29, 2024	SELL	$54.75 - $57.86 $3.48 Million - $3.68 Million	-63,564 Reduced 12.93%	428,207 $24.8 Billion
Q4 2023 Jan 30, 2024	SELL	$51.51 - $55.33 $5.65 Million - $6.07 Million	-109,640 Reduced 18.23%	491,771 $27 Billion
Q3 2023 Oct 30, 2023	SELL	$53.5 - $55.92 $688,117 - $719,243	-12,862 Reduced 2.09%	601,411 $32.2 Billion
Q2 2023 Jul 17, 2023	BUY	$53.85 - $55.4 $6.66 Million - $6.86 Million	123,751 Added 25.23%	614,273 $34 Billion
Q1 2023 May 02, 2023	BUY	$52.13 - $55.7 $5.03 Million - $5.37 Million	96,434 Added 24.47%	490,522 $26.8 Billion
Q4 2022 Apr 14, 2023	BUY	$50.88 - $56.78 $20.1 Million - $22.4 Million	394,088 New	394,088 $21.5 Billion

Others Institutions Holding JEPI

# of Institutions

1,166

Shares Held

279M

Call Options Held

307K

Put Options Held

341K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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Ergawealth Advisors, Inc. J P Morgan Exchange Traded Fd Transaction History