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 $4.35 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares

73,350

Previous 75,653 3.04%

Holding current value

$4.35 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

1,314

Shares Held

304M

Call Options Held

179K

Put Options Held

309K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

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