Cyndeo Wealth Partners, LLC J P Morgan Exchange Traded Fd Transaction History

Cyndeo Wealth Partners, LLC

  • $1.4 Billion
  • Q3 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 18,310 shares of JEPI stock, worth $1.06 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
18,310
Previous 18,826 2.74%
Holding current value
$1.06 Million
Previous $1.07 Million 2.06%
% of portfolio
0.08%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
SELL
$54.98 - $59.51 $28,369 - $30,707
-516 Reduced 2.74%
18,310 $1.09 Million
Q2 2024

Jul 30, 2024
BUY
$55.45 - $57.39 $90,328 - $93,488
1,629 Added 9.47%
18,826 $1.07 Million
Q1 2024

Apr 16, 2024
BUY
$54.75 - $57.86 $149,303 - $157,784
2,727 Added 18.85%
17,197 $995,000
Q2 2023

Jul 27, 2023
BUY
$53.85 - $55.4 $329,669 - $339,158
6,122 Added 73.33%
14,470 $800,000
Q4 2022

Jan 25, 2023
BUY
$50.88 - $56.78 $424,746 - $473,999
8,348 New
8,348 $0

Others Institutions Holding JEPI

# of Institutions
1,170
Shares Held
280M
Call Options Held
307K
Put Options Held
341K
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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