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

Foguth Wealth Management, Llc.

$412 Billion
Q1 2025

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 188,958 shares of JEPI stock, worth $10.6 Million. This represents 2.62% of its overall portfolio holdings.

Number of Shares

188,958

Previous 278,633 32.18%

Holding current value

$10.6 Million

Previous $16.5 Billion 34.43%

% of portfolio

2.62%

Previous 4.31%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$56.17 - $59.71 $5.04 Million - $5.35 Million	-89,675 Reduced 32.18%	188,958 $10.8 Billion
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

1,369

Shares Held

334M

Call Options Held

511K

Put Options Held

363K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Foguth Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Foguth Wealth Management, Llc. with notifications on news.

Account

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