Accel Wealth Management J P Morgan Exchange Traded Fd Transaction History

Accel Wealth Management

  • $243 Million
  • Q2 2024

A detailed history of Accel Wealth Management transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Accel Wealth Management holds 14,025 shares of JEPI stock, worth $829,578. This represents 0.33% of its overall portfolio holdings.

Number of Shares
14,025
Previous 15,980 12.23%
Holding current value
$829,578
Previous $924,000 14.07%
% of portfolio
0.33%
Previous 0.4%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024
SELL
$55.45 - $57.39 $108,404 - $112,197
-1,955 Reduced 12.23%
14,025 $794,000
Q1 2024

Apr 19, 2024
SELL
$54.75 - $57.86 $23,761 - $25,111
-434 Reduced 2.64%
15,980 $924,000
Q4 2023

Jan 18, 2024
SELL
$51.51 - $55.33 $32,811 - $35,245
-637 Reduced 3.74%
16,414 $902,000
Q3 2023

Oct 19, 2023
SELL
$53.5 - $55.92 $9,255 - $9,674
-173 Reduced 1.0%
17,051 $913,000
Q2 2023

Jul 24, 2023
SELL
$53.85 - $55.4 $22,832 - $23,489
-424 Reduced 2.4%
17,224 $953,000
Q1 2023

Apr 20, 2023
SELL
$52.13 - $55.7 $625 - $668
-12 Reduced 0.07%
17,648 $963,000
Q4 2022

Jan 26, 2023
SELL
$50.88 - $56.78 $92,754 - $103,509
-1,823 Reduced 9.36%
17,660 $0
Q3 2022

Oct 12, 2022
BUY
$51.23 - $57.83 $20,440 - $23,074
399 Added 2.09%
19,483 $1.03 Million
Q1 2022

Apr 29, 2022
BUY
$58.11 - $63.04 $254,521 - $276,115
4,380 Added 29.79%
19,084 $1.16 Million
Q4 2021

Jan 18, 2022
BUY
$59.34 - $63.61 $872,535 - $935,321
14,704 New
14,704 $929,000

Others Institutions Holding JEPI

# of Institutions
1,133
Shares Held
270M
Call Options Held
283K
Put Options Held
338K
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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