A detailed history of Ica Group Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 80,907 shares of JEPI stock, worth $4.71 Million. This represents 2.8% of its overall portfolio holdings.

Number of Shares
80,907
Previous 71,204 13.63%
Holding current value
$4.71 Million
Previous $4.12 Million 11.31%
% of portfolio
2.8%
Previous 0.84%

Shares

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

Aug 08, 2024

BUY
$55.45 - $57.39 $538,031 - $556,855
9,703 Added 13.63%
80,907 $4.59 Million
Q1 2024

May 14, 2024

BUY
$54.75 - $57.86 $566,115 - $598,272
10,340 Added 16.99%
71,204 $4.12 Million
Q4 2023

Mar 07, 2024

BUY
$51.51 - $55.33 $570,833 - $613,167
11,082 Added 22.26%
60,864 $3.35 Million
Q3 2023

Nov 13, 2023

BUY
$53.5 - $55.92 $483,319 - $505,181
9,034 Added 22.17%
49,782 $2.67 Million
Q2 2023

Aug 11, 2023

BUY
$53.85 - $55.4 $391,758 - $403,035
7,275 Added 21.73%
40,748 $2.25 Million
Q1 2023

May 12, 2023

BUY
$52.13 - $55.7 $123,965 - $132,454
2,378 Added 7.65%
33,473 $1.83 Million
Q4 2022

Feb 14, 2023

BUY
$50.88 - $56.78 $841,249 - $938,800
16,534 Added 113.55%
31,095 $1.69 Million
Q3 2022

Nov 10, 2022

BUY
$51.23 - $57.83 $562,095 - $634,510
10,972 Added 305.71%
14,561 $746,000
Q2 2022

Oct 03, 2022

BUY
$52.86 - $62.23 $189,714 - $223,343
3,589 New
3,589 $207,000

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


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