Bernardo Wealth Planning LLC J P Morgan Exchange Traded Fd Transaction History

Bernardo Wealth Planning LLC

  • $418 Million
  • Q1 2025

A detailed history of Bernardo Wealth Planning LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 181,462 shares of JEPI stock, worth $10.4 Million. This represents 2.48% of its overall portfolio holdings.

Number of Shares
181,462
Previous 181,462 -0.0%
Holding current value
$10.4 Million
Previous $10.4 Million 0.01%
% of portfolio
2.48%
Previous 2.48%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$56.17 - $59.71 $362,970 - $385,846
6,462 Added 3.69%
181,462 $10.4 Million
Q4 2024

Jan 16, 2025
BUY
$57.53 - $60.83 $9,895 - $10,462
172 Added 0.1%
175,000 $10.1 Million
Q3 2024

Oct 18, 2024
SELL
$54.98 - $59.51 $5.46 Million - $5.91 Million
-99,278 Reduced 36.22%
174,828 $10.5 Million
Q2 2024

Jul 10, 2024
BUY
$55.45 - $57.39 $21,847 - $22,611
394 Added 0.14%
274,106 $15.5 Million
Q1 2024

May 07, 2024
BUY
$54.75 - $57.86 $117,603 - $124,283
2,148 Added 0.79%
273,712 $15.8 Million
Q4 2023

Jan 25, 2024
SELL
$51.51 - $55.33 $5.2 Million - $5.59 Million
-101,022 Reduced 27.11%
271,564 $14.9 Million
Q3 2023

Oct 30, 2023
BUY
$53.5 - $55.92 $938,497 - $980,948
17,542 Added 4.94%
372,586 $20 Million
Q2 2023

Jul 21, 2023
BUY
$53.85 - $55.4 $944,367 - $971,549
17,537 Added 5.2%
355,044 $19.6 Million
Q1 2023

May 05, 2023
BUY
$52.13 - $55.7 $1.46 Million - $1.57 Million
28,102 Added 9.08%
337,507 $18.4 Million
Q4 2022

Jan 30, 2023
BUY
$50.88 - $56.78 $15.4 Million - $17.2 Million
302,180 Added 4182.42%
309,405 $16.9 Million
Q3 2022

Oct 24, 2022
BUY
$51.23 - $57.83 $370,136 - $417,821
7,225 New
7,225 $378,000

Others Institutions Holding JEPI

# of Institutions
1,387
Shares Held
732M
Call Options Held
511K
Put Options Held
363K
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 Bernardo Wealth Planning LLC Portfolio

Follow Bernardo Wealth Planning 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 Bernardo Wealth Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bernardo Wealth Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email