Future Financial Wealth Managment LLC J P Morgan Exchange Traded Fd Transaction History

Future Financial Wealth Managment LLC

  • $135 Million
  • Q4 2024

A detailed history of Future Financial Wealth Managment LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Future Financial Wealth Managment LLC holds 10,659 shares of JEPI stock, worth $628,561. This represents 0.45% of its overall portfolio holdings.

Number of Shares
10,659
Previous 10,716 0.53%
Holding current value
$628,561
Previous $637,000 3.77%
% of portfolio
0.45%
Previous 0.46%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
SELL
$57.53 - $60.83 $3,279 - $3,467
-57 Reduced 0.53%
10,659 $613,000
Q3 2024

Oct 08, 2024
BUY
$54.98 - $59.51 $27,380 - $29,635
498 Added 4.87%
10,716 $637,000
Q2 2024

Jul 16, 2024
BUY
$55.45 - $57.39 $300,261 - $310,766
5,415 Added 112.74%
10,218 $579,000
Q1 2024

Apr 15, 2024
BUY
$54.75 - $57.86 $262,964 - $277,901
4,803 New
4,803 $277,000

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

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Future Financial Wealth Managment LLC Portfolio

Follow Future Financial Wealth Managment LLC 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 Future Financial Wealth Managment LLC, based on Form 13F filings with the SEC.

News

Stay updated on Future Financial Wealth Managment LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email