Omni 360 Wealth, Inc. J P Morgan Exchange Traded Fd Transaction History

Omni 360 Wealth, Inc.

$153 Billion
Q3 2024

A detailed history of Omni 360 Wealth, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Omni 360 Wealth, Inc. holds 19,779 shares of JEPI stock, worth $1.2 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

19,779

Previous 19,375 2.09%

Holding current value

$1.2 Million

Previous $1.1 Billion 7.18%

% of portfolio

0.77%

Previous 0.82%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$54.98 - $59.51 $22,211 - $24,042	404 Added 2.09%	19,779 $1.18 Billion
Q2 2024 Jul 19, 2024	BUY	$55.45 - $57.39 $51,790 - $53,602	934 Added 5.06%	19,375 $1.1 Billion
Q1 2024 Apr 19, 2024	SELL	$54.75 - $57.86 $111,635 - $117,976	-2,039 Reduced 9.96%	18,441 $1.07 Billion
Q4 2023 Feb 08, 2024	BUY	$51.51 - $55.33 $1.05 Million - $1.13 Million	20,480 New	20,480 $1.13 Billion

Others Institutions Holding JEPI

# of Institutions

1,168

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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Omni 360 Wealth, Inc. J P Morgan Exchange Traded Fd Transaction History