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

Cherry Tree Wealth Management, LLC

  • $398 Billion
  • Q2 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 32,635 shares of JEPI stock, worth $1.94 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
32,635
Previous 31,413 3.89%
Holding current value
$1.94 Million
Previous $1.82 Billion 1.77%
% of portfolio
0.46%
Previous 0.46%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,143
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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