Focused Wealth Management, Inc J P Morgan Exchange Traded Fd Transaction History

Focused Wealth Management, Inc

  • $737 Million
  • Q1 2025

A detailed history of Focused Wealth Management, Inc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Focused Wealth Management, Inc holds 87,660 shares of JEPI stock, worth $4.81 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
87,660
Previous 84,426 3.83%
Holding current value
$4.81 Million
Previous $4.86 Million 3.11%
% of portfolio
0.68%
Previous 0.65%

Shares

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

May 01, 2025
BUY
$56.17 - $59.71 $181,653 - $193,102
3,234 Added 3.83%
87,660 $5.01 Million
Q4 2024

Jan 28, 2025
BUY
$57.53 - $60.83 $617,124 - $652,523
10,727 Added 14.56%
84,426 $4.86 Million
Q3 2024

Oct 30, 2024
BUY
$54.98 - $59.51 $55,309 - $59,867
1,006 Added 1.38%
73,699 $4.39 Million
Q2 2024

Jul 30, 2024
BUY
$55.45 - $57.39 $210,432 - $217,795
3,795 Added 5.51%
72,693 $4.12 Million
Q1 2024

May 08, 2024
BUY
$54.75 - $57.86 $38,325 - $40,502
700 Added 1.03%
68,898 $3.99 Million
Q4 2023

Jan 10, 2024
BUY
$51.51 - $55.33 $34,511 - $37,071
670 Added 0.99%
68,198 $3.75 Million
Q3 2023

Nov 01, 2023
BUY
$53.5 - $55.92 $2.27 Million - $2.38 Million
42,487 Added 169.67%
67,528 $3.62 Million
Q2 2023

Aug 08, 2023
BUY
$53.85 - $55.4 $332,146 - $341,707
6,168 Added 32.68%
25,041 $1.39 Million
Q1 2023

Apr 13, 2023
BUY
$52.13 - $55.7 $860,145 - $919,050
16,500 Added 695.32%
18,873 $1.03 Million
Q4 2022

Jan 13, 2023
BUY
$50.88 - $56.78 $120,738 - $134,738
2,373 New
2,373 $0

Others Institutions Holding JEPI

# of Institutions
1,350
Shares Held
312M
Call Options Held
179K
Put Options Held
309K
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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