A detailed history of Endowment Wealth Management, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Endowment Wealth Management, Inc. holds 6,195 shares of JEPI stock, worth $362,221. This represents 0.28% of its overall portfolio holdings.

Number of Shares
6,195
Previous 6,390 3.05%
Holding current value
$362,221
Previous $369,000 4.88%
% of portfolio
0.28%
Previous 0.31%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024

SELL
$55.45 - $57.39 $10,812 - $11,191
-195 Reduced 3.05%
6,195 $351,000
Q1 2024

May 08, 2024

SELL
$54.75 - $57.86 $21,571 - $22,796
-394 Reduced 5.81%
6,390 $369,000
Q4 2023

Feb 07, 2024

SELL
$51.51 - $55.33 $36,314 - $39,007
-705 Reduced 9.41%
6,784 $372,000
Q3 2023

Oct 30, 2023

SELL
$53.5 - $55.92 $32,367 - $33,831
-605 Reduced 7.47%
7,489 $401,000
Q2 2023

Aug 10, 2023

BUY
$53.85 - $55.4 $15,131 - $15,567
281 Added 3.6%
8,094 $447,000
Q1 2023

May 10, 2023

BUY
$52.13 - $55.7 $407,291 - $435,184
7,813 New
7,813 $426,000

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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