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

Evergreen Wealth Management, LLC

  • $167 Billion
  • Q1 2025

A detailed history of Evergreen Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Evergreen Wealth Management, LLC holds 120,421 shares of JEPI stock, worth $6.75 Million. This represents 4.11% of its overall portfolio holdings.

Number of Shares
120,421
Previous 117,081 2.85%
Holding current value
$6.75 Million
Previous $6.74 Billion 2.16%
% of portfolio
4.11%
Previous 3.98%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
BUY
$56.17 - $59.71 $187,607 - $199,431
3,340 Added 2.85%
120,421 $6.88 Billion
Q4 2024

Jan 31, 2025
SELL
$57.53 - $60.83 $356,168 - $376,598
-6,191 Reduced 5.02%
117,081 $6.74 Billion
Q3 2024

Nov 06, 2024
BUY
$54.98 - $59.51 $941,807 - $1.02 Million
17,130 Added 16.14%
123,272 $7.34 Billion
Q4 2023

Feb 06, 2024
BUY
$51.51 - $55.33 $105,131 - $112,928
2,041 Added 1.96%
106,142 $5.84 Billion
Q3 2023

Nov 14, 2023
BUY
$53.5 - $55.92 $5.57 Million - $5.82 Million
104,101 New
104,101 $5.58 Billion

Others Institutions Holding JEPI

# of Institutions
1,372
Shares Held
334M
Call Options Held
511K
Put Options Held
363K
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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