Glassman Wealth Services J P Morgan Exchange Traded Fd Transaction History

Glassman Wealth Services

  • $585 Million
  • Q3 2024

A detailed history of Glassman Wealth Services transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Glassman Wealth Services holds 240 shares of JEPI stock, worth $14,407. This represents 0.0% of its overall portfolio holdings.

Number of Shares
240
Previous 225 6.67%
Holding current value
$14,407
Previous $12,000 16.67%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$54.98 - $59.51 $824 - $892
15 Added 6.67%
240 $14,000
Q2 2024

Aug 06, 2024
BUY
$55.45 - $57.39 $277 - $286
5 Added 2.27%
225 $12,000
Q1 2024

May 03, 2024
BUY
$54.75 - $57.86 $8,924 - $9,431
163 Added 285.96%
220 $12,000
Q4 2023

Feb 09, 2024
BUY
$51.51 - $55.33 $103 - $110
2 Added 3.64%
57 $3,000
Q3 2023

Nov 13, 2023
SELL
$53.5 - $55.92 $3,424 - $3,578
-64 Reduced 53.78%
55 $2,000
Q2 2023

Aug 08, 2023
BUY
$53.85 - $55.4 $6,408 - $6,592
119 New
119 $6,000

Others Institutions Holding JEPI

# of Institutions
1,147
Shares Held
274M
Call Options Held
283K
Put Options Held
338K
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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