Freedom Wealth Alliance, LLC J P Morgan Exchange Traded Fd Transaction History

Freedom Wealth Alliance, LLC

  • $60.8 Billion
  • Q3 2023

A detailed history of Freedom Wealth Alliance, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Freedom Wealth Alliance, LLC holds 20,677 shares of JEPI stock, worth $1.2 Million. This represents 1.82% of its overall portfolio holdings.

Number of Shares
20,677
Previous 20,978 1.43%
Holding current value
$1.2 Million
Previous $1.16 Billion 4.35%
% of portfolio
1.82%
Previous 1.62%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 30, 2023
SELL
$53.5 - $55.92 $16,103 - $16,831
-301 Reduced 1.43%
20,677 $1.11 Billion
Q2 2023

Jul 17, 2023
BUY
$53.85 - $55.4 $79,644 - $81,936
1,479 Added 7.59%
20,978 $1.16 Billion
Q1 2023

Apr 25, 2023
BUY
$52.13 - $55.7 $328,940 - $351,467
6,310 Added 47.84%
19,499 $1.06 Billion
Q4 2022

Feb 14, 2023
BUY
$50.88 - $56.78 $671,056 - $748,871
13,189 New
13,189 $719 Million

Others Institutions Holding JEPI

# of Institutions
1,170
Shares Held
280M
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
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