Mosley Wealth Management J P Morgan Exchange Traded Fd Transaction History

Mosley Wealth Management

  • $147 Billion
  • Q3 2024

A detailed history of Mosley Wealth Management transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Mosley Wealth Management holds 223,604 shares of JEPI stock, worth $13.5 Million. This represents 9.1% of its overall portfolio holdings.

Number of Shares
223,604
Previous 212,288 5.33%
Holding current value
$13.5 Million
Previous $12 Billion 10.85%
% of portfolio
9.1%
Previous 10.25%

Shares

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

Nov 12, 2024
BUY
$54.98 - $59.51 $622,153 - $673,415
11,316 Added 5.33%
223,604 $13.3 Billion
Q2 2024

Aug 06, 2024
BUY
$55.45 - $57.39 $11.1 Million - $11.5 Million
200,493 Added 1699.81%
212,288 $12 Billion
Q1 2024

Apr 15, 2024
BUY
$54.75 - $57.86 $70,682 - $74,697
1,291 Added 12.29%
11,795 $682 Million
Q4 2023

Feb 14, 2024
BUY
$51.51 - $55.33 $541,061 - $581,186
10,504 New
10,504 $578 Million

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

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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