Etesian Wealth Advisors, Inc. J P Morgan Exchange Traded Fd Transaction History

Etesian Wealth Advisors, Inc.

$174 Billion
Q1 2024

A detailed history of Etesian Wealth Advisors, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Etesian Wealth Advisors, Inc. holds 11,626 shares of JEPI stock, worth $652,683. This represents 0.39% of its overall portfolio holdings.

Number of Shares

11,626

Previous 8,331 39.55%

Holding current value

$652,683

Previous $458 Million 46.86%

% of portfolio

0.39%

Previous 0.28%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	BUY	$54.75 - $57.86 $180,401 - $190,648	3,295 Added 39.55%	11,626 $673 Million
Q4 2023 Jan 16, 2024	BUY	$51.51 - $55.33 $148,400 - $159,405	2,881 Added 52.86%	8,331 $458 Million
Q4 2023 Jan 12, 2024	BUY	$51.51 - $55.33 $148,400 - $159,405	2,881 Added 52.86%	8,331 $458 Million
Q3 2023 Jan 16, 2024	BUY	$53.5 - $55.92 $79,501 - $83,097	1,486 Added 37.49%	5,450 $292 Million
Q3 2023 Oct 19, 2023	BUY	$53.5 - $55.92 $79,501 - $83,097	1,486 Added 37.49%	5,450 $292 Million

Q2 2023 Jan 16, 2024	SELL	$53.85 - $55.4 $235,162 - $241,931	-4,367 Reduced 52.42%	3,964 $219 Million
Q2 2023 Oct 19, 2023	BUY	$53.85 - $55.4 $213,461 - $219,605	3,964 New	3,964 $219 Million

Others Institutions Holding JEPI

# of Institutions

1,088

Shares Held

272M

Call Options Held

311K

Put Options Held

428K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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Etesian Wealth Advisors, Inc. J P Morgan Exchange Traded Fd Transaction History