Aprio Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History

Aprio Wealth Management, LLC

  • $577 Million
  • Q3 2024

A detailed history of Aprio Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 110,103 shares of JEPI stock, worth $6.28 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares
110,103
Previous 110,271 0.15%
Holding current value
$6.28 Million
Previous $6.25 Million 4.83%
% of portfolio
1.14%
Previous 1.22%

Shares

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

Oct 07, 2024
SELL
$54.98 - $59.51 $9,236 - $9,997
-168 Reduced 0.15%
110,103 $6.55 Million
Q2 2024

Jul 10, 2024
SELL
$55.45 - $57.39 $685,916 - $709,914
-12,370 Reduced 10.09%
110,271 $6.25 Million
Q1 2024

Apr 10, 2024
BUY
$54.75 - $57.86 $1.22 Million - $1.29 Million
22,255 Added 22.17%
122,641 $7.1 Million
Q4 2023

Jan 17, 2024
BUY
$51.51 - $55.33 $1.01 Million - $1.09 Million
19,655 Added 24.35%
100,386 $5.52 Million
Q3 2023

Oct 10, 2023
BUY
$53.5 - $55.92 $806,191 - $842,658
15,069 Added 22.95%
80,731 $4.32 Million
Q2 2023

Jul 13, 2023
BUY
$53.85 - $55.4 $2.77 Million - $2.85 Million
51,416 Added 360.92%
65,662 $3.63 Million
Q1 2023

Apr 14, 2023
BUY
$52.13 - $55.7 $146,328 - $156,349
2,807 Added 24.54%
14,246 $777,000
Q4 2022

Jan 11, 2023
BUY
$50.88 - $56.78 $44,112 - $49,228
867 Added 8.2%
11,439 $0
Q3 2022

Oct 13, 2022
BUY
$51.23 - $57.83 $163,270 - $184,304
3,187 Added 43.16%
10,572 $542,000
Q2 2022

Jul 26, 2022
BUY
$52.86 - $62.23 $390,371 - $459,568
7,385 New
7,385 $409,000

Others Institutions Holding JEPI

# of Institutions
1,175
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
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