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

Howard Wealth Management, LLC

  • $123 Million
  • Q1 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 11,171 shares of JEPI stock, worth $634,177. This represents 0.53% of its overall portfolio holdings.

Number of Shares
11,171
Previous 9,044 23.52%
Holding current value
$634,177
Previous $497,000 29.98%
% of portfolio
0.53%
Previous 0.42%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,098
Shares Held
275M
Call Options Held
311K
Put Options Held
428K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Howard Wealth Management, LLC Portfolio

Follow Howard Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Howard Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Howard Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email