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 $2.71 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
45,603
Previous 46,390 1.7%
Holding current value
$2.71 Million
Previous $2.53 Million 0.36%
% of portfolio
0.12%
Previous 0.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,133
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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