A detailed history of Bridgewealth Advisory Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Bridgewealth Advisory Group, LLC holds 136,417 shares of JEPI stock, worth $7.94 Million. This represents 2.95% of its overall portfolio holdings.

Number of Shares
136,417
Previous 129,630 5.24%
Holding current value
$7.94 Million
Previous $7.35 Billion 10.49%
% of portfolio
2.95%
Previous 3.25%

Shares

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

Nov 13, 2024

BUY
$54.98 - $59.51 $373,149 - $403,894
6,787 Added 5.24%
136,417 $8.12 Billion
Q2 2024

Aug 13, 2024

BUY
$55.45 - $57.39 $797,592 - $825,497
14,384 Added 12.48%
129,630 $7.35 Billion
Q1 2024

Apr 18, 2024

BUY
$54.75 - $57.86 $4 Million - $4.23 Million
73,031 Added 173.0%
115,246 $6.67 Billion
Q4 2023

Feb 05, 2024

BUY
$51.51 - $55.33 $919,401 - $987,585
17,849 Added 73.25%
42,215 $2.32 Billion
Q3 2023

Nov 09, 2023

BUY
$53.5 - $55.92 $318,325 - $332,724
5,950 Added 32.31%
24,366 $1.31 Billion
Q2 2023

Aug 14, 2023

BUY
$53.85 - $55.4 $414,752 - $426,690
7,702 Added 71.89%
18,416 $1.02 Billion
Q1 2023

May 15, 2023

BUY
$52.13 - $55.7 $558,520 - $596,769
10,714 New
10,714 $585 Million

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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