Activest Wealth Management J P Morgan Exchange Traded Fd Transaction History

Activest Wealth Management

  • $282 Million
  • Q3 2024

A detailed history of Activest Wealth Management transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Activest Wealth Management holds 10,887 shares of JEPI stock, worth $633,623. This represents 0.23% of its overall portfolio holdings.

Number of Shares
10,887
Previous 14,269 23.7%
Holding current value
$633,623
Previous $808,000 19.93%
% of portfolio
0.23%
Previous 0.28%

Shares

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

Nov 12, 2024
SELL
$54.98 - $59.51 $185,942 - $201,262
-3,382 Reduced 23.7%
10,887 $647,000
Q2 2024

Jul 30, 2024
BUY
$55.45 - $57.39 $380,553 - $393,867
6,863 Added 92.67%
14,269 $808,000
Q1 2024

Apr 24, 2024
BUY
$54.75 - $57.86 $353,958 - $374,064
6,465 Added 687.04%
7,406 $428,000
Q4 2023

Jan 19, 2024
BUY
$51.51 - $55.33 $978 - $1,051
19 Added 2.06%
941 $51,000
Q3 2023

Oct 10, 2023
BUY
$53.5 - $55.92 $49,327 - $51,558
922 New
922 $49,000
Q4 2022

Jan 18, 2023
BUY
$50.88 - $56.78 $18,571 - $20,724
365 New
365 $0

Others Institutions Holding JEPI

# of Institutions
1,170
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
Track This Portfolio

Track Activest Wealth Management Portfolio

Follow Activest Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Activest Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Activest Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email