Global Wealth Management Investment Advisory, Inc. J P Morgan Exchange Traded Fd Transaction History

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

A detailed history of Global Wealth Management Investment Advisory, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Global Wealth Management Investment Advisory, Inc. holds 287,845 shares of JEPI stock, worth $16.8 Million. This represents 3.71% of its overall portfolio holdings.

Number of Shares

287,845

Previous 275,552 4.46%

Holding current value

$16.8 Million

Previous $15.6 Million 9.67%

% of portfolio

3.71%

Previous 3.64%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	BUY	$54.98 - $59.51 $675,869 - $731,556	12,293 Added 4.46%	287,845 $17.1 Million
Q2 2024 Aug 05, 2024	BUY	$55.45 - $57.39 $3.58 Million - $3.71 Million	64,565 Added 30.6%	275,552 $15.6 Million
Q1 2024 May 10, 2024	BUY	$54.75 - $57.86 $367,263 - $388,124	6,708 Added 3.28%	210,987 $12.2 Million
Q4 2023 Feb 05, 2024	BUY	$51.51 - $55.33 $367,678 - $394,945	7,138 Added 3.62%	204,279 $11.2 Million
Q3 2023 Nov 06, 2023	BUY	$53.5 - $55.92 $3.17 Million - $3.31 Million	59,262 Added 42.98%	197,141 $10.6 Million
Q2 2023 Aug 10, 2023	BUY	$53.85 - $55.4 $3.8 Million - $3.91 Million	70,619 Added 104.99%	137,879 $7.63 Million
Q1 2023 May 08, 2023	BUY	$52.13 - $55.7 $3.51 Million - $3.75 Million	67,260 New	67,260 $3.67 Million

Others Institutions Holding JEPI

# of Institutions

1,139

Shares Held

271M

Call Options Held

283K

Put Options Held

338K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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Global Wealth Management Investment Advisory, Inc. J P Morgan Exchange Traded Fd Transaction History