Connectus Wealth, LLC J P Morgan Exchange Traded Fd Transaction History

Connectus Wealth, LLC

  • $4.37 Billion
  • Q1 2024

A detailed history of Connectus Wealth, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Connectus Wealth, LLC holds 227,626 shares of JEPI stock, worth $13.3 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
227,626
Previous 244,081 6.74%
Holding current value
$13.3 Million
Previous $13.4 Million 1.86%
% of portfolio
0.3%
Previous 0.24%

Shares

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

May 14, 2024
SELL
$54.75 - $57.86 $900,911 - $952,086
-16,455 Reduced 6.74%
227,626 $13.2 Million
Q4 2023

Feb 14, 2024
SELL
$51.51 - $55.33 $1.04 Million - $1.12 Million
-20,228 Reduced 7.65%
244,081 $13.4 Million
Q3 2023

Nov 13, 2023
BUY
$53.5 - $55.92 $14.1 Million - $14.8 Million
264,309 New
264,309 $14.2 Million

Others Institutions Holding JEPI

# of Institutions
1,139
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 Connectus Wealth, LLC Portfolio

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

News

Stay updated on Connectus Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email