Bogart Wealth, LLC J P Morgan Exchange Traded Fd Transaction History

Bogart Wealth, LLC

  • $2.1 Billion
  • Q3 2024

A detailed history of Bogart Wealth, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Bogart Wealth, LLC holds 1,021 shares of JEPI stock, worth $61,290. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,021
Previous 1,020 0.1%
Holding current value
$61,290
Previous $57,000 5.26%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 22, 2024
BUY
$54.98 - $59.51 $54 - $59
1 Added 0.1%
1,021 $60,000
Q2 2024

Jul 31, 2024
BUY
$55.45 - $57.39 $2,218 - $2,295
40 Added 4.08%
1,020 $57,000
Q3 2023

Oct 30, 2023
BUY
$53.5 - $55.92 $9,630 - $10,065
180 Added 22.5%
980 $52,000
Q1 2023

Apr 21, 2023
BUY
$52.13 - $55.7 $41,704 - $44,560
800 New
800 $43,000

Others Institutions Holding JEPI

# of Institutions
1,147
Shares Held
274M
Call Options Held
283K
Put Options Held
338K
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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