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

Future Financial Wealth Managment LLC

  • $138 Million
  • Q3 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 10,716 shares of JEPI stock, worth $637,387. This represents 0.46% of its overall portfolio holdings.

Number of Shares
10,716
Previous 10,218 4.87%
Holding current value
$637,387
Previous $579,000 10.02%
% of portfolio
0.46%
Previous 0.52%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,166
Shares Held
279M
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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