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

Bkm Wealth Management, LLC

  • $246 Billion
  • Q3 2024

A detailed history of Bkm Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Bkm Wealth Management, LLC holds 29,912 shares of JEPI stock, worth $1.78 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
29,912
Previous 31,361 4.62%
Holding current value
$1.78 Million
Previous $1.78 Billion 0.14%
% of portfolio
0.72%
Previous 0.85%

Shares

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

Oct 23, 2024
SELL
$54.98 - $59.51 $79,666 - $86,229
-1,449 Reduced 4.62%
29,912 $1.78 Billion
Q2 2024

Jul 24, 2024
BUY
$55.45 - $57.39 $8,151 - $8,436
147 Added 0.47%
31,361 $1.78 Billion
Q1 2024

Apr 18, 2024
SELL
$54.75 - $57.86 $25,349 - $26,789
-463 Reduced 1.46%
31,214 $1.81 Billion
Q4 2023

Jan 10, 2024
BUY
$51.51 - $55.33 $1.63 Million - $1.75 Million
31,677 New
31,677 $1.74 Billion

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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