A detailed history of Prosperity Wealth Management, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Prosperity Wealth Management, Inc. holds 30,389 shares of JEPI stock, worth $1.84 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
30,389
Previous 31,882 4.68%
Holding current value
$1.84 Million
Previous $1.81 Billion 0.08%
% of portfolio
0.72%
Previous 0.89%

Shares

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

Nov 14, 2024

SELL
$54.98 - $59.51 $82,085 - $88,848
-1,493 Reduced 4.68%
30,389 $1.81 Billion
Q2 2024

Aug 13, 2024

SELL
$55.45 - $57.39 $77,130 - $79,829
-1,391 Reduced 4.18%
31,882 $1.81 Billion
Q1 2024

May 15, 2024

BUY
$54.75 - $57.86 $35,259 - $37,261
644 Added 1.97%
33,273 $1.93 Billion
Q4 2023

Jan 30, 2024

SELL
$51.51 - $55.33 $369,996 - $397,435
-7,183 Reduced 18.04%
32,629 $1.79 Billion
Q3 2023

Nov 07, 2023

BUY
$53.5 - $55.92 $286,064 - $299,004
5,347 Added 15.51%
39,812 $2.13 Billion
Q2 2023

Sep 12, 2023

BUY
$53.85 - $55.4 $731,175 - $752,221
13,578 Added 65.01%
34,465 $1.91 Billion
Q1 2023

Sep 12, 2023

SELL
$52.13 - $55.7 $147,892 - $158,020
-2,837 Reduced 11.96%
20,887 $1.14 Billion
Q4 2022

Sep 12, 2023

BUY
$50.88 - $56.78 $1.21 Million - $1.35 Million
23,724 New
23,724 $1.29 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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