First Purpose Wealth LLC J P Morgan Exchange Traded Fd Transaction History

First Purpose Wealth LLC

  • $275 Million
  • Q1 2024

A detailed history of First Purpose Wealth LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, First Purpose Wealth LLC holds 9,232 shares of JEPI stock, worth $553,089. This represents 0.19% of its overall portfolio holdings.

Number of Shares
9,232
Previous 6,957 32.7%
Holding current value
$553,089
Previous $382,000 39.79%
% of portfolio
0.19%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
BUY
$54.75 - $57.86 $124,556 - $131,631
2,275 Added 32.7%
9,232 $534,000
Q4 2023

Apr 22, 2024
BUY
$51.51 - $55.33 $80,716 - $86,702
1,567 Added 29.07%
6,957 $382,000
Q3 2023

Oct 30, 2023
BUY
$53.5 - $55.92 $288,365 - $301,408
5,390 New
5,390 $288,000

Others Institutions Holding JEPI

# of Institutions
1,166
Shares Held
279M
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
Track This Portfolio

Track First Purpose Wealth LLC Portfolio

Follow First Purpose Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of First Purpose Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on First Purpose Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email