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

Carolinas Wealth Consulting LLC

  • $557 Million
  • Q4 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 $15,476. This represents 0.0% of its overall portfolio holdings.

Number of Shares
271
Previous 271 -0.0%
Holding current value
$15,476
Previous $16,000 6.25%
% 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
1,328
Shares Held
303M
Call Options Held
179K
Put Options Held
309K
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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