Clarity Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Clarity Wealth Advisors, LLC

  • $296 Million
  • Q1 2024

A detailed history of Clarity Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Clarity Wealth Advisors, LLC holds 53,860 shares of JEPI stock, worth $3.05 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares
53,860
Previous 49,284 9.28%
Holding current value
$3.05 Million
Previous $2.71 Million 15.02%
% of portfolio
1.05%
Previous 1.02%

Shares

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

Apr 17, 2024
BUY
$54.75 - $57.86 $250,536 - $264,767
4,576 Added 9.28%
53,860 $3.12 Million
Q4 2023

Jan 10, 2024
BUY
$51.51 - $55.33 $332,600 - $357,265
6,457 Added 15.08%
49,284 $2.71 Million
Q3 2023

Nov 06, 2023
BUY
$53.5 - $55.92 $5,564 - $5,815
104 Added 0.24%
42,827 $2.29 Million
Q2 2023

Jul 28, 2023
BUY
$53.85 - $55.4 $677,971 - $697,486
12,590 Added 41.78%
42,723 $2.36 Million
Q1 2023

May 10, 2023
BUY
$52.13 - $55.7 $730,549 - $780,579
14,014 Added 86.94%
30,133 $1.65 Million
Q4 2022

Feb 06, 2023
BUY
$53.56 - $56.78 $56,720 - $60,130
1,059 Added 7.03%
16,119 $878,000
Q3 2022

Nov 01, 2022
SELL
N/A
-650 Reduced 4.14%
15,060 $771,000
Q2 2022

Jul 19, 2022
BUY
N/A
6,400 Added 68.74%
15,710 $871,000
Q1 2022

May 02, 2022
BUY
N/A
5,703 Added 158.11%
9,310 $571,000
Q4 2021

Jan 25, 2022
BUY
N/A
3,607 New
3,607 $227,000

Others Institutions Holding JEPI

# of Institutions
1,088
Shares Held
272M
Call Options Held
311K
Put Options Held
428K
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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