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

Destiny Wealth Partners, LLC

$521 Million
Q2 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 103,827 shares of JEPI stock, worth $6.11 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares

103,827

Previous 104,154 0.31%

Holding current value

$6.11 Million

Previous $6.03 Million 2.36%

% of portfolio

1.13%

Previous 1.1%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,131

Shares Held

270M

Call Options Held

283K

Put Options Held

338K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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