Cherry Tree Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History

Cherry Tree Wealth Management, LLC

$422 Billion
Q3 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 32,641 shares of JEPI stock, worth $1.9 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

32,641

Previous 32,635 0.02%

Holding current value

$1.9 Million

Previous $1.85 Billion 5.01%

% of portfolio

0.46%

Previous 0.46%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$54.98 - $59.51 $329 - $357	6 Added 0.02%	32,641 $1.94 Billion
Q2 2024 Aug 06, 2024	BUY	$55.45 - $57.39 $67,759 - $70,130	1,222 Added 3.89%	32,635 $1.85 Billion
Q1 2024 May 01, 2024	BUY	$54.75 - $57.86 $2,080 - $2,198	38 Added 0.12%	31,413 $1.82 Billion
Q4 2023 Feb 06, 2024	BUY	$51.51 - $55.33 $148,863 - $159,903	2,890 Added 10.15%	31,375 $1.72 Billion
Q3 2023 Nov 14, 2023	BUY	$53.5 - $55.92 $754,457 - $788,583	14,102 Added 98.05%	28,485 $1.53 Billion
Q2 2023 Aug 09, 2023	BUY	$53.85 - $55.4 $774,524 - $796,818	14,383 New	14,383 $796 Million

Others Institutions Holding JEPI

# of Institutions

1,170

Shares Held

280M

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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Cherry Tree Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History