Diversify Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History

Diversify Wealth Management, LLC

  • $1.04 Trillion
  • Q3 2024

A detailed history of Diversify Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 26,526 shares of JEPI stock, worth $1.6 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
26,526
Previous 14,814 79.06%
Holding current value
$1.6 Million
Previous $815 Million 93.87%
% of portfolio
0.15%
Previous 0.1%

Shares

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

Oct 25, 2024
BUY
$54.98 - $59.51 $643,925 - $696,981
11,712 Added 79.06%
26,526 $1.58 Billion
Q2 2024

Aug 08, 2024
BUY
$55.45 - $57.39 $821,436 - $850,175
14,814 New
14,814 $815 Million

Others Institutions Holding JEPI

# of Institutions
1,166
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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