Alteri Wealth LLC J P Morgan Exchange Traded Fd Transaction History

Alteri Wealth LLC

  • $227 Billion
  • Q1 2025

A detailed history of Alteri Wealth LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Alteri Wealth LLC holds 6,191 shares of JEPI stock, worth $347,253. This represents 0.16% of its overall portfolio holdings.

Number of Shares
6,191
Previous 5,722 8.2%
Holding current value
$347,253
Previous $329 Million 7.46%
% of portfolio
0.16%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
BUY
$56.17 - $59.71 $26,343 - $28,003
469 Added 8.2%
6,191 $354 Million
Q4 2024

Feb 14, 2025
BUY
$57.53 - $60.83 $329,186 - $348,069
5,722 New
5,722 $329 Million

Others Institutions Holding JEPI

# of Institutions
1,367
Shares Held
334M
Call Options Held
511K
Put Options Held
363K
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 Alteri Wealth LLC Portfolio

Follow Alteri Wealth LLC 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 Alteri Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Alteri Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email