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

Bogart Wealth, LLC

  • $1.98 Billion
  • Q2 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 1,020 shares of JEPI stock, worth $60,006. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,020
Previous 980 4.08%
Holding current value
$60,006
Previous $56,000 1.79%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,131
Shares Held
270M
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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