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

Drive Wealth Management, LLC

  • $388 Million
  • Q4 2024

A detailed history of Drive Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Drive Wealth Management, LLC holds 23,615 shares of JEPI stock, worth $1.4 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
23,615
Previous 19,929 18.5%
Holding current value
$1.4 Million
Previous $1.19 Million 14.6%
% of portfolio
0.35%
Previous 0.31%

Shares

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

Jan 21, 2025
BUY
$57.53 - $60.83 $212,055 - $224,219
3,686 Added 18.5%
23,615 $1.36 Million
Q3 2024

Nov 07, 2024
BUY
$54.98 - $59.51 $1.1 Million - $1.19 Million
19,929 New
19,929 $1.19 Million

Others Institutions Holding JEPI

# of Institutions
1,207
Shares Held
283M
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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