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

Beaird Harris Wealth Management, LLC

  • $1.08 Billion
  • Q3 2024

A detailed history of Beaird Harris Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 2,594 shares of JEPI stock, worth $150,970. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,594
Previous 2,594 -0.0%
Holding current value
$150,970
Previous $147,000 4.76%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024
BUY
$55.45 - $57.39 $107,240 - $110,992
1,934 Added 293.03%
2,594 $147,000
Q1 2024

May 15, 2024
BUY
$54.75 - $57.86 $36,135 - $38,187
660 New
660 $38,000
Q1 2022

May 27, 2022
SELL
$58.11 - $63.04 $5,869 - $6,367
-101 Closed
0 $0
Q4 2021

May 17, 2022
BUY
$59.34 - $63.61 $5,993 - $6,424
101 New
101 $6,000

Others Institutions Holding JEPI

# of Institutions
1,170
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
Track This Portfolio

Track Beaird Harris Wealth Management, LLC Portfolio

Follow Beaird Harris Wealth Management, LLC 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 Beaird Harris Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaird Harris Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email