A detailed history of Cic Wealth, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Cic Wealth, LLC holds 120,985 shares of JEPI stock, worth $7.21 Million. This represents 1.89% of its overall portfolio holdings.

Number of Shares
120,985
Previous 111,650 8.36%
Holding current value
$7.21 Million
Previous $6.46 Billion 6.15%
% of portfolio
1.89%
Previous 1.88%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024

BUY
$55.45 - $57.39 $517,625 - $535,735
9,335 Added 8.36%
120,985 $6.86 Billion
Q1 2024

Apr 15, 2024

BUY
$54.75 - $57.86 $529,268 - $559,332
9,667 Added 9.48%
111,650 $6.46 Billion
Q4 2023

Jan 11, 2024

BUY
$51.51 - $55.33 $991,825 - $1.07 Million
19,255 Added 23.28%
101,983 $5.61 Billion
Q3 2023

Oct 10, 2023

BUY
$53.5 - $55.92 $937,587 - $979,998
17,525 Added 26.88%
82,728 $4.43 Billion
Q2 2023

Jul 19, 2023

BUY
$53.85 - $55.4 $1.99 Million - $2.05 Million
37,005 Added 131.23%
65,203 $3.61 Billion
Q1 2023

May 04, 2023

BUY
$52.13 - $55.7 $125,372 - $133,958
2,405 Added 9.32%
28,198 $1.54 Billion
Q4 2022

Feb 15, 2023

BUY
$50.88 - $56.78 $1.31 Million - $1.46 Million
25,793 New
25,793 $1.41 Billion

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


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