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

Perissos Private Wealth Management, LLC

  • $110 Billion
  • Q1 2025

A detailed history of Perissos Private Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 104,194 shares of JEPI stock, worth $5.84 Million. This represents 5.43% of its overall portfolio holdings.

Number of Shares
104,194
Previous 102,156 1.99%
Holding current value
$5.84 Million
Previous $5.88 Billion 1.3%
% of portfolio
5.43%
Previous 4.39%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
BUY
$56.17 - $59.71 $114,474 - $121,688
2,038 Added 1.99%
104,194 $5.95 Billion
Q4 2024

Jan 29, 2025
BUY
$57.53 - $60.83 $502,467 - $531,289
8,734 Added 9.35%
102,156 $5.88 Billion
Q3 2024

Nov 12, 2024
BUY
$54.98 - $59.51 $1.25 Million - $1.36 Million
22,821 Added 32.32%
93,422 $5.56 Billion
Q2 2024

Aug 09, 2024
BUY
$55.45 - $57.39 $665,899 - $689,196
12,009 Added 20.5%
70,601 $4 Billion
Q1 2024

May 14, 2024
BUY
$54.75 - $57.86 $3.21 Million - $3.39 Million
58,592 New
58,592 $3.39 Billion

Others Institutions Holding JEPI

# of Institutions
1,372
Shares Held
334M
Call Options Held
511K
Put Options Held
363K
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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