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

Bkm Wealth Management, LLC

$244 Billion
Q4 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 30,787 shares of JEPI stock, worth $1.81 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares

30,787

Previous 29,912 2.93%

Holding current value

$1.81 Million

Previous $1.78 Billion 0.5%

% of portfolio

0.73%

Previous 0.72%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$57.53 - $60.83 $50,338 - $53,226	875 Added 2.93%	30,787 $1.77 Billion
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

1,245

Shares Held

290M

Call Options Held

307K

Put Options Held

344K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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