Dakota Wealth Management J P Morgan Exchange Traded Fd Transaction History

Dakota Wealth Management

  • $4.24 Billion
  • Q4 2024

A detailed history of Dakota Wealth Management transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Dakota Wealth Management holds 17,215 shares of JEPI stock, worth $1.03 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
17,215
Previous 25,788 33.24%
Holding current value
$1.03 Million
Previous $1.53 Million 35.46%
% of portfolio
0.02%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
SELL
$57.53 - $60.83 $493,204 - $521,495
-8,573 Reduced 33.24%
17,215 $990,000
Q3 2024

Oct 23, 2024
SELL
$54.98 - $59.51 $322,677 - $349,264
-5,869 Reduced 18.54%
25,788 $1.53 Million
Q2 2024

Jul 19, 2024
SELL
$55.45 - $57.39 $72,306 - $74,836
-1,304 Reduced 3.96%
31,657 $1.79 Million
Q1 2024

Apr 24, 2024
BUY
$54.75 - $57.86 $1.8 Million - $1.91 Million
32,961 New
32,961 $1.91 Million

Others Institutions Holding JEPI

# of Institutions
1,315
Shares Held
304M
Call Options Held
179K
Put Options Held
309K
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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