Bright Futures Wealth Management, Llc. J P Morgan Exchange Traded Fd Transaction History

Bright Futures Wealth Management, Llc.

$87.3 Million
Q1 2025

A detailed history of Bright Futures Wealth Management, Llc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Bright Futures Wealth Management, Llc. holds 27,030 shares of JEPI stock, worth $1.52 Million. This represents 1.77% of its overall portfolio holdings.

Number of Shares

27,030

Previous 27,590 2.03%

Holding current value

$1.52 Million

Previous $1.59 Million 2.71%

% of portfolio

1.77%

Previous 1.57%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$56.17 - $59.71 $31,455 - $33,437	-560 Reduced 2.03%	27,030 $1.54 Million
Q4 2024 Jan 30, 2025	BUY	$57.53 - $60.83 $1.29 Million - $1.36 Million	22,355 Added 427.03%	27,590 $1.59 Million
Q3 2024 Oct 31, 2024	BUY	$54.98 - $59.51 $28,809 - $31,183	524 Added 11.12%	5,235 $311,000
Q2 2024 Aug 07, 2024	BUY	$55.45 - $57.39 $609 - $631	11 Added 0.23%	4,711 $267,000
Q1 2024 Jun 28, 2024	BUY	$54.75 - $57.86 $257,325 - $271,942	4,700 New	4,700 $267 Million

Others Institutions Holding JEPI

# of Institutions

1,372

Shares Held

334M

Call Options Held

511K

Put Options Held

363K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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Bright Futures Wealth Management, Llc. J P Morgan Exchange Traded Fd Transaction History