Centurion Wealth Management LLC J P Morgan Exchange Traded Fd Transaction History

Centurion Wealth Management LLC

  • $320 Billion
  • Q1 2025

A detailed history of Centurion Wealth Management LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Centurion Wealth Management LLC holds 217,116 shares of JEPI stock, worth $12.1 Million. This represents 3.91% of its overall portfolio holdings.

Number of Shares
217,116
Previous 217,116 -0.0%
Holding current value
$12.1 Million
Previous $12.5 Billion -0.0%
% of portfolio
3.91%
Previous 3.91%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
SELL
$57.53 - $60.83 $985,028 - $1.04 Million
-17,122 Reduced 7.31%
217,116 $12.5 Billion
Q3 2024

Nov 07, 2024
BUY
$54.98 - $59.51 $1.49 Million - $1.61 Million
27,055 Added 13.06%
234,238 $13.9 Billion
Q1 2024

Apr 29, 2024
BUY
$54.75 - $57.86 $1.15 Million - $1.22 Million
21,046 Added 11.31%
207,183 $12 Billion
Q4 2023

Jan 24, 2024
BUY
$51.51 - $55.33 $1.82 Million - $1.96 Million
35,403 Added 23.49%
186,137 $10.2 Billion
Q3 2023

Oct 31, 2023
BUY
$53.5 - $55.92 $542,115 - $566,637
10,133 Added 7.21%
150,734 $8.07 Billion
Q2 2023

Jul 21, 2023
BUY
$53.85 - $55.4 $802,203 - $825,293
14,897 Added 11.85%
140,601 $7.78 Billion
Q1 2023

May 10, 2023
BUY
$52.13 - $55.7 $1.31 Million - $1.4 Million
25,130 Added 24.99%
125,704 $6.86 Billion
Q4 2022

Feb 23, 2023
BUY
$50.88 - $56.78 $1.99 Million - $2.22 Million
39,155 Added 63.75%
100,574 $5.48 Billion
Q4 2022

Feb 02, 2023
BUY
$50.88 - $56.78 $3.12 Million - $3.49 Million
61,419 New
61,419 $3.35 Billion

Others Institutions Holding JEPI

# of Institutions
1,367
Shares Held
334M
Call Options Held
511K
Put Options Held
363K
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 Centurion Wealth Management LLC Portfolio

Follow Centurion Wealth Management 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 Centurion Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Centurion Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email