Arkadios Wealth Advisors J P Morgan Exchange Traded Fd Transaction History

Arkadios Wealth Advisors

$1.23 Billion
Q1 2024

A detailed history of Arkadios Wealth Advisors transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Arkadios Wealth Advisors holds 27,548 shares of JEPI stock, worth $1.56 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

27,548

Previous 27,020 1.95%

Holding current value

$1.56 Million

Previous $1.49 Million 7.27%

% of portfolio

0.13%

Previous 0.13%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	BUY	$54.75 - $57.86 $28,908 - $30,550	528 Added 1.95%	27,548 $1.59 Million
Q4 2023 Jan 24, 2024	BUY	$51.51 - $55.33 $204,185 - $219,328	3,964 Added 17.19%	27,020 $1.49 Million
Q3 2023 Oct 13, 2023	BUY	$53.5 - $55.92 $269,319 - $281,501	5,034 Added 27.93%	23,056 $1.23 Million
Q2 2023 Jul 26, 2023	BUY	$53.85 - $55.4 $391,704 - $402,979	7,274 Added 67.68%	18,022 $997,000
Q1 2023 May 02, 2023	BUY	$52.13 - $55.7 $234,011 - $250,037	4,489 Added 71.72%	10,748 $586,000

Q4 2022 Jan 11, 2023	BUY	$53.56 - $56.78 $335,232 - $355,386	6,259 New	6,259 $0
Q3 2021 Oct 19, 2021	SELL	N/A	-305 Closed	0 $0
Q2 2021 Jul 28, 2021	BUY	N/A	5 Added 1.67%	305 $18,000
Q1 2021 Apr 26, 2021	BUY	N/A	300 New	300 $17,000

Others Institutions Holding JEPI

# of Institutions

1,088

Shares Held

272M

Call Options Held

311K

Put Options Held

428K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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Arkadios Wealth Advisors J P Morgan Exchange Traded Fd Transaction History