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 29,692 shares of JEPI stock, worth $1.73 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
29,692
Previous 26,012 14.15%
Holding current value
$1.73 Million
Previous $1.47 Million 19.81%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Oct 24, 2024

BUY
$54.98 - $59.51 $202,326 - $218,996
3,680 Added 14.15%
29,692 $1.77 Million
Q2 2024

Jul 29, 2024

SELL
$55.45 - $57.39 $85,171 - $88,151
-1,536 Reduced 5.58%
26,012 $1.47 Million
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
$50.88 - $56.78 $318,457 - $355,386
6,259 New
6,259 $0
Q3 2021

Oct 19, 2021

SELL
$59.61 - $62.63 $18,181 - $19,102
-305 Closed
0 $0
Q2 2021

Jul 28, 2021

BUY
$57.89 - $60.58 $289 - $302
5 Added 1.67%
305 $18,000
Q1 2021

Apr 26, 2021

BUY
$54.44 - $58.32 $16,332 - $17,496
300 New
300 $17,000

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Arkadios Wealth Advisors Portfolio

Follow Arkadios Wealth Advisors 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 Arkadios Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Arkadios Wealth Advisors with notifications on news.