Badgley Phelps Wealth Managers, LLC J P Morgan Exchange Traded Fd Transaction History

Badgley Phelps Wealth Managers, LLC

  • $3.76 Billion
  • Q1 2024

A detailed history of Badgley Phelps Wealth Managers, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 414,318 shares of JEPI stock, worth $23.5 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
414,318
Holding current value
$23.5 Million
% of portfolio
0.64%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
BUY
$54.75 - $57.86 $22.7 Million - $24 Million
414,318 New
414,318 $24 Million
Q4 2022

Jan 27, 2023
SELL
$53.56 - $56.78 $2.73 Million - $2.89 Million
-50,916 Reduced 14.0%
312,808 $0
Q3 2022

Nov 09, 2022
SELL
N/A
-219,168 Reduced 37.6%
363,724 $18.6 Million
Q2 2022

Aug 01, 2022
BUY
N/A
162,881 Added 38.78%
582,892 $32.3 Million
Q1 2022

May 09, 2022
BUY
N/A
20,964 Added 5.25%
420,011 $25.8 Million
Q4 2021

Feb 08, 2022
BUY
N/A
399,047 New
399,047 $25.2 Million

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

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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