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 $12.8 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
227,626
Previous 244,081 6.74%
Holding current value
$12.8 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
1,088
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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