Epg Wealth Management LLC J P Morgan Exchange Traded Fd Transaction History

Epg Wealth Management LLC

  • $396 Billion
  • Q3 2024

A detailed history of Epg Wealth Management LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Epg Wealth Management LLC holds 10,432 shares of JEPI stock, worth $627,589. This represents 0.16% of its overall portfolio holdings.

Number of Shares
10,432
Previous 0 Infinity%
Holding current value
$627,589
Previous $0 Infinity%
% of portfolio
0.16%
Previous 100.0%

Shares

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

Nov 13, 2024
BUY
$54.98 - $59.51 $573,551 - $620,808
10,432 New
10,432 $621 Million
Q2 2024

Aug 13, 2024
SELL
$55.45 - $57.39 $1.3 Million - $1.35 Million
-23,489 Closed
0 $0
Q1 2024

May 14, 2024
BUY
$54.75 - $57.86 $1,971 - $2,082
36 Added 0.15%
23,489 $1.36 Million
Q4 2023

Feb 14, 2024
BUY
$51.51 - $55.33 $67,014 - $71,984
1,301 Added 5.87%
23,453 $1.29 Million
Q3 2023

Nov 13, 2023
BUY
$53.5 - $55.92 $29,746 - $31,091
556 Added 2.57%
22,152 $1.19 Million
Q2 2023

Aug 15, 2023
BUY
$53.85 - $55.4 $456,971 - $470,124
8,486 Added 64.73%
21,596 $1.19 Million
Q1 2023

May 15, 2023
BUY
$52.13 - $55.7 $7,871 - $8,410
151 Added 1.17%
13,110 $715,000
Q4 2022

Feb 14, 2023
BUY
$50.88 - $56.78 $263,405 - $293,950
5,177 Added 66.53%
12,959 $706,000
Q3 2022

Nov 15, 2022
BUY
$51.23 - $57.83 $55,174 - $62,282
1,077 Added 16.06%
7,782 $399,000
Q2 2022

Aug 15, 2022
BUY
$52.86 - $62.23 $37,689 - $44,369
713 Added 11.9%
6,705 $372,000
Q1 2022

May 10, 2022
BUY
$58.11 - $63.04 $226,861 - $246,108
3,904 Added 186.97%
5,992 $368,000
Q4 2021

Feb 14, 2022
BUY
$59.34 - $63.61 $29,848 - $31,995
503 Added 31.74%
2,088 $132,000
Q3 2021

Nov 15, 2021
BUY
$59.61 - $62.63 $94,481 - $99,268
1,585 New
1,585 $94,000

Others Institutions Holding JEPI

# of Institutions
1,168
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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