Abound Wealth Management J P Morgan Exchange Traded Fd Transaction History

Abound Wealth Management

$300 Billion
Q1 2025

A detailed history of Abound Wealth Management transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Abound Wealth Management holds 413 shares of JEPI stock, worth $23,165. This represents 0.01% of its overall portfolio holdings.

Number of Shares

413

Previous 1,094 62.25%

Holding current value

$23,165

Previous $62.9 Million 62.48%

% of portfolio

0.01%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	SELL	$56.17 - $59.71 $38,251 - $40,662	-681 Reduced 62.25%	413 $23.6 Million
Q4 2024 Jan 13, 2025	BUY	$57.53 - $60.83 $58,508 - $61,864	1,017 Added 1320.78%	1,094 $62.9 Million
Q3 2024 Nov 04, 2024	BUY	$54.98 - $59.51 $4,233 - $4,582	77 New	77 $4.58 Million
Q1 2024 Aug 08, 2024	SELL	$54.75 - $57.86 $1,587 - $1,677	-29 Reduced 52.73%	26 $1.51 Million
Q4 2023 Aug 08, 2024	BUY	$51.51 - $55.33 $2,833 - $3,043	55 New	55 $3.02 Million
Q3 2023 Aug 08, 2024	SELL	$53.5 - $55.92 $44,993 - $47,028	-841 Closed	0 $0
Q2 2023 Aug 08, 2024	BUY	$53.85 - $55.4 $45,287 - $46,591	841 New	841 $46.5 Million

Others Institutions Holding JEPI

# of Institutions

1,369

Shares Held

334M

Call Options Held

511K

Put Options Held

363K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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Abound Wealth Management J P Morgan Exchange Traded Fd Transaction History