Howard Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History

Howard Wealth Management, LLC

  • $127 Million
  • Q2 2024

A detailed history of Howard Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Howard Wealth Management, LLC holds 14,891 shares of JEPI stock, worth $870,676. This represents 0.67% of its overall portfolio holdings.

Number of Shares
14,891
Previous 11,171 33.3%
Holding current value
$870,676
Previous $646,000 30.65%
% of portfolio
0.67%
Previous 0.53%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024
BUY
$55.45 - $57.39 $206,274 - $213,490
3,720 Added 33.3%
14,891 $844,000
Q1 2024

May 06, 2024
BUY
$54.75 - $57.86 $116,453 - $123,068
2,127 Added 23.52%
11,171 $646,000
Q4 2023

Feb 07, 2024
BUY
$51.51 - $55.33 $465,856 - $500,404
9,044 New
9,044 $497,000

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

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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