A detailed history of Fsb Premier Wealth Management, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Fsb Premier Wealth Management, Inc. holds 13,830 shares of JEPI stock, worth $808,640. This represents 0.36% of its overall portfolio holdings.

Number of Shares
13,830
Previous 6,993 97.77%
Holding current value
$808,640
Previous $404,000 93.81%
% of portfolio
0.36%
Previous 0.19%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024

BUY
$55.45 - $57.39 $379,111 - $392,375
6,837 Added 97.77%
13,830 $783,000
Q1 2024

May 10, 2024

BUY
$54.75 - $57.86 $85,245 - $90,088
1,557 Added 28.64%
6,993 $404,000
Q4 2023

Feb 08, 2024

BUY
$51.51 - $55.33 $79,376 - $85,263
1,541 Added 39.56%
5,436 $298,000
Q3 2023

Nov 14, 2023

BUY
$53.5 - $55.92 $4,815 - $5,032
90 Added 2.37%
3,895 $208,000
Q2 2023

Aug 11, 2023

BUY
$53.85 - $55.4 $204,899 - $210,797
3,805 New
3,805 $210,000

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Fsb Premier Wealth Management, Inc. Portfolio

Follow Fsb Premier Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Fsb Premier Wealth Management, Inc. with notifications on news.