Merkkuri Wealth Advisors LLC J P Morgan Exchange Traded Fd Transaction History

Merkkuri Wealth Advisors LLC

  • $127 Billion
  • Q3 2024

A detailed history of Merkkuri Wealth Advisors LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Merkkuri Wealth Advisors LLC holds 66,232 shares of JEPI stock, worth $4.03 Million. This represents 3.11% of its overall portfolio holdings.

Number of Shares
66,232
Previous 59,501 11.31%
Holding current value
$4.03 Million
Previous $3.37 Billion 16.87%
% of portfolio
3.11%
Previous 3.1%

Shares

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

Oct 23, 2024
BUY
$54.98 - $59.51 $370,070 - $400,561
6,731 Added 11.31%
66,232 $3.94 Billion
Q2 2024

Oct 23, 2024
BUY
$55.45 - $57.39 $3.3 Million - $3.41 Million
59,501 New
59,501 $3.37 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

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