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 $522,808. This represents 0.19% of its overall portfolio holdings.

Number of Shares
9,232
Previous 6,957 32.7%
Holding current value
$522,808
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
1,412
Shares Held
345M
Call Options Held
839K
Put Options Held
640K
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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