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

Bkm Wealth Management, LLC

  • $246 Billion
  • Q3 2024

A detailed history of Bkm Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Bkm Wealth Management, LLC holds 29,912 shares of JEPI stock, worth $1.8 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
29,912
Previous 31,361 4.62%
Holding current value
$1.8 Million
Previous $1.78 Billion 0.14%
% of portfolio
0.72%
Previous 0.85%

Shares

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

Oct 23, 2024
SELL
$54.98 - $59.51 $79,666 - $86,229
-1,449 Reduced 4.62%
29,912 $1.78 Billion
Q2 2024

Jul 24, 2024
BUY
$55.45 - $57.39 $8,151 - $8,436
147 Added 0.47%
31,361 $1.78 Billion
Q1 2024

Apr 18, 2024
SELL
$54.75 - $57.86 $25,349 - $26,789
-463 Reduced 1.46%
31,214 $1.81 Billion
Q4 2023

Jan 10, 2024
BUY
$51.51 - $55.33 $1.63 Million - $1.75 Million
31,677 New
31,677 $1.74 Billion

Others Institutions Holding JEPI

# of Institutions
1,168
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 Bkm Wealth Management, LLC Portfolio

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

News

Stay updated on Bkm Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email