Summit Wealth Partners, LLC J P Morgan Exchange Traded Fd Transaction History

Summit Wealth Partners, LLC

$487 Billion
Q4 2024

A detailed history of Summit Wealth Partners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 73,350 shares of JEPI stock, worth $4.16 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares

73,350

Previous 75,653 3.04%

Holding current value

$4.16 Million

Previous $4.5 Billion 6.27%

% of portfolio

0.87%

Previous 0.87%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$57.53 - $60.83 $132,491 - $140,091	-2,303 Reduced 3.04%	73,350 $4.22 Billion
Q3 2024 Oct 28, 2024	SELL	$54.98 - $59.51 $70,099 - $75,875	-1,275 Reduced 1.66%	75,653 $4.5 Billion
Q2 2024 Sep 11, 2024	BUY	$55.45 - $57.39 $53,065 - $54,922	957 Added 1.26%	76,928 $4.36 Billion
Q1 2024 Sep 11, 2024	SELL	$54.75 - $57.86 $97,345 - $102,875	-1,778 Reduced 2.29%	75,971 $4.4 Billion
Q4 2023 Sep 11, 2024	SELL	$51.51 - $55.33 $371,850 - $399,427	-7,219 Reduced 8.5%	77,749 $4.27 Billion
Q3 2023 Sep 11, 2024	SELL	$53.5 - $55.92 $113,473 - $118,606	-2,121 Reduced 2.44%	84,968 $4.55 Billion
Q2 2023 Sep 11, 2024	BUY	$53.85 - $55.4 $310,229 - $319,159	5,761 Added 7.08%	87,089 $4.82 Billion
Q1 2023 Sep 11, 2024	BUY	$52.13 - $55.7 $181,829 - $194,281	3,488 Added 4.48%	81,328 $4.44 Billion
Q4 2022 Sep 11, 2024	BUY	$50.88 - $56.78 $509,919 - $569,049	10,022 Added 14.78%	77,840 $4.24 Billion
Q3 2022 Sep 11, 2024	BUY	$51.23 - $57.83 $575,107 - $649,199	11,226 Added 19.84%	67,818 $3.47 Billion
Q2 2022 Sep 11, 2024	BUY	$52.86 - $62.23 $1.95 Million - $2.29 Million	36,864 Added 186.86%	56,592 $3.14 Billion
Q1 2022 Sep 11, 2024	BUY	$58.11 - $63.04 $786,053 - $852,742	13,527 Added 218.14%	19,728 $1.21 Billion
Q4 2021 Sep 10, 2024	BUY	$59.34 - $63.61 $367,967 - $394,445	6,201 New	6,201 $392 Million

Others Institutions Holding JEPI

# of Institutions

1,328

Shares Held

310M

Call Options Held

179K

Put Options Held

309K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.

Account

Summit Wealth Partners, LLC J P Morgan Exchange Traded Fd Transaction History