Foguth Wealth Management, Llc. J P Morgan Exchange Traded Fd Transaction History

Foguth Wealth Management, Llc.

$382 Billion
Q4 2024

A detailed history of Foguth Wealth Management, Llc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Foguth Wealth Management, Llc. holds 278,633 shares of JEPI stock, worth $16.4 Million. This represents 4.31% of its overall portfolio holdings.

Number of Shares

278,633

Previous 199,537 39.64%

Holding current value

$16.4 Million

Previous $11.8 Billion 39.9%

% of portfolio

4.31%

Previous 4.28%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$57.53 - $60.83 $4.55 Million - $4.81 Million	79,096 Added 39.64%	278,633 $16.5 Billion
Q3 2024 Oct 09, 2024	BUY	$54.98 - $59.51 $3.14 Million - $3.4 Million	57,139 Added 40.13%	199,537 $11.8 Billion
Q2 2024 Jul 16, 2024	BUY	$55.45 - $57.39 $2.18 Million - $2.25 Million	39,292 Added 38.11%	142,398 $8.07 Billion
Q1 2024 Apr 17, 2024	BUY	$54.75 - $57.86 $5.65 Million - $5.97 Million	103,106 New	103,106 $5.97 Billion

Others Institutions Holding JEPI

# of Institutions

1,215

Shares Held

283M

Call Options Held

307K

Put Options Held

344K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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Foguth Wealth Management, Llc. J P Morgan Exchange Traded Fd Transaction History