Carolinas Wealth Consulting LLC J P Morgan Exchange Traded Fd Transaction History

Carolinas Wealth Consulting LLC

  • $542 Million
  • Q2 2024

A detailed history of Carolinas Wealth Consulting LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 271 shares of JEPI stock, worth $16,148. This represents 0.0% of its overall portfolio holdings.

Number of Shares
271
Previous 271 -0.0%
Holding current value
$16,148
Previous $15,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$54.75 - $57.86 $14,837 - $15,680
271 New
271 $15,000
Q1 2023

May 15, 2023
BUY
$52.13 - $55.7 $62,034 - $66,283
1,190 Added 595.0%
1,390 $75,000
Q4 2022

Feb 14, 2023
BUY
$50.88 - $56.78 $10,176 - $11,356
200 New
200 $10,000

Others Institutions Holding JEPI

# of Institutions
1,143
Shares Held
271M
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
Track This Portfolio

Track Carolinas Wealth Consulting LLC Portfolio

Follow Carolinas Wealth Consulting LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Carolinas Wealth Consulting LLC, based on Form 13F filings with the SEC.

News

Stay updated on Carolinas Wealth Consulting LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email