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

49 Wealth Management, LLC

$702 Billion
Q4 2024

A detailed history of 49 Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, 49 Wealth Management, LLC holds 140,357 shares of JEPI stock, worth $8.3 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares

140,357

Previous 181,149 22.52%

Holding current value

$8.3 Million

Previous $10.8 Billion 25.1%

% of portfolio

1.15%

Previous 1.76%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$57.53 - $60.83 $2.35 Million - $2.48 Million	-40,792 Reduced 22.52%	140,357 $8.07 Billion
Q3 2024 Nov 12, 2024	SELL	$54.98 - $59.51 $27.4 Million - $29.7 Million	-498,262 Reduced 73.34%	181,149 $10.8 Billion
Q2 2024 Jul 30, 2024	BUY	$55.45 - $57.39 $11.5 Million - $11.9 Million	207,834 Added 44.07%	679,411 $38.1 Billion
Q1 2024 May 07, 2024	SELL	$54.75 - $57.86 $172,791 - $182,606	-3,156 Reduced 0.66%	471,577 $27 Billion
Q4 2023 May 07, 2024	BUY	$51.51 - $55.33 $24.5 Million - $26.3 Million	474,733 New	474,733 $26.1 Billion

Others Institutions Holding JEPI

# of Institutions

1,317

Shares Held

304M

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

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