Aj Wealth Strategies, LLC J P Morgan Exchange Traded Fd Transaction History

Aj Wealth Strategies, LLC

$2.07 Billion
Q2 2023

A detailed history of Aj Wealth Strategies, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 45,603 shares of JEPI stock, worth $2.56 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

45,603

Previous 46,390 1.7%

Holding current value

$2.56 Million

Previous $2.53 Million 0.36%

% of portfolio

0.12%

Previous 0.13%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 20, 2023	SELL	$53.85 - $55.4 $42,379 - $43,599	-787 Reduced 1.7%	45,603 $2.52 Million
Q1 2023 Apr 28, 2023	BUY	$52.13 - $55.7 $1.71 Million - $1.83 Million	32,827 Added 242.03%	46,390 $2.53 Million
Q4 2022 Jan 25, 2023	BUY	$50.88 - $56.78 $6,970 - $7,778	137 Added 1.02%	13,563 $739,000
Q2 2022 Aug 04, 2022	BUY	$52.86 - $62.23 $709,698 - $835,499	13,426 New	13,426 $744,000

Others Institutions Holding JEPI

# of Institutions

1,389

Shares Held

737M

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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Aj Wealth Strategies, LLC J P Morgan Exchange Traded Fd Transaction History