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

Destiny Wealth Partners, LLC

  • $528 Million
  • Q3 2024

A detailed history of Destiny Wealth Partners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Destiny Wealth Partners, LLC holds 109,004 shares of JEPI stock, worth $6.34 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares
109,004
Previous 103,827 4.99%
Holding current value
$6.34 Million
Previous $5.88 Million 10.23%
% of portfolio
1.23%
Previous 1.13%

Shares

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

Oct 15, 2024
BUY
$54.98 - $59.51 $284,631 - $308,083
5,177 Added 4.99%
109,004 $6.49 Million
Q2 2024

Jul 25, 2024
SELL
$55.45 - $57.39 $18,132 - $18,766
-327 Reduced 0.31%
103,827 $5.88 Million
Q1 2024

Apr 09, 2024
BUY
$54.75 - $57.86 $276,323 - $292,019
5,047 Added 5.09%
104,154 $6.03 Million
Q4 2023

Jan 19, 2024
BUY
$51.51 - $55.33 $184,405 - $198,081
3,580 Added 3.75%
99,107 $5.45 Million
Q3 2023

Oct 10, 2023
BUY
$53.5 - $55.92 $487,278 - $509,319
9,108 Added 10.54%
95,527 $5.12 Million
Q2 2023

Jul 26, 2023
BUY
$53.85 - $55.4 $312,599 - $321,597
5,805 Added 7.2%
86,419 $4.78 Million
Q1 2023

Apr 26, 2023
BUY
$52.13 - $55.7 $633,952 - $677,367
12,161 Added 17.77%
80,614 $4.4 Million
Q4 2022

Jan 26, 2023
SELL
$50.88 - $56.78 $283,350 - $316,207
-5,569 Reduced 7.52%
68,453 $0
Q3 2022

Oct 25, 2022
SELL
$51.23 - $57.83 $70,748 - $79,863
-1,381 Reduced 1.83%
74,022 $3.79 Million
Q2 2022

Jul 15, 2022
SELL
$52.86 - $62.23 $153,981 - $181,275
-2,913 Reduced 3.72%
75,403 $4.18 Million
Q1 2022

Apr 21, 2022
BUY
$58.11 - $63.04 $4.55 Million - $4.94 Million
78,316 New
78,316 $4.81 Million

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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