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

Cyndeo Wealth Partners, LLC

$1.42 Billion
Q4 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 18,186 shares of JEPI stock, worth $1.07 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

18,186

Previous 18,310 0.68%

Holding current value

$1.07 Million

Previous $1.09 Million 3.95%

% of portfolio

0.07%

Previous 0.08%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$57.53 - $60.83 $7,133 - $7,542	-124 Reduced 0.68%	18,186 $1.05 Million
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

1,205

Shares Held

283M

Call Options Held

307K

Put Options Held

341K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

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