A detailed history of Apcm Wealth Management For Individuals transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Apcm Wealth Management For Individuals holds 1,858 shares of JEPI stock, worth $109,287. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,858
Previous 3,348 44.5%
Holding current value
$109,287
Previous $189,000 41.8%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Nov 04, 2024

SELL
$54.98 - $59.51 $81,920 - $88,669
-1,490 Reduced 44.5%
1,858 $110,000
Q2 2024

Jul 22, 2024

SELL
$55.45 - $57.39 $1,497 - $1,549
-27 Reduced 0.8%
3,348 $189,000
Q4 2023

Jan 16, 2024

SELL
$51.51 - $55.33 $257 - $276
-5 Reduced 0.15%
3,375 $185,000
Q2 2023

Jul 28, 2023

SELL
$53.85 - $55.4 $3,877 - $3,988
-72 Reduced 2.09%
3,380 $187,000
Q1 2023

May 09, 2023

BUY
$52.13 - $55.7 $179,952 - $192,276
3,452 New
3,452 $188,000

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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