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 $17.1 Million. This represents 3.71% of its overall portfolio holdings.

Number of Shares
287,845
Previous 275,552 4.46%
Holding current value
$17.1 Million
Previous $15.6 Million 9.67%
% of portfolio
3.71%
Previous 3.64%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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