A detailed history of Iht Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Iht Wealth Management, LLC holds 69,563 shares of JEPI stock, worth $4.18 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
69,563
Previous 41,630 67.1%
Holding current value
$4.18 Million
Previous $2.36 Million 75.46%
% of portfolio
0.12%
Previous 0.09%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$54.98 - $59.51 $1.54 Million - $1.66 Million
27,933 Added 67.1%
69,563 $4.14 Million
Q2 2024

Aug 14, 2024

SELL
$55.45 - $57.39 $187,864 - $194,437
-3,388 Reduced 7.53%
41,630 $2.36 Million
Q1 2024

May 15, 2024

BUY
$54.75 - $57.86 $464,827 - $491,231
8,490 Added 23.24%
45,018 $2.6 Million
Q4 2023

Feb 14, 2024

BUY
$51.51 - $55.33 $429,232 - $461,064
8,333 Added 29.55%
36,528 $2.01 Million
Q3 2023

Nov 14, 2023

BUY
$53.5 - $55.92 $367,331 - $383,946
6,866 Added 32.19%
28,195 $1.51 Million
Q2 2023

Aug 14, 2023

BUY
$53.85 - $55.4 $261,441 - $268,967
4,855 Added 29.47%
21,329 $1.18 Million
Q1 2023

May 15, 2023

BUY
$52.13 - $55.7 $397,595 - $424,823
7,627 Added 86.21%
16,474 $899,000
Q4 2022

Feb 14, 2023

BUY
$50.88 - $56.78 $450,135 - $502,332
8,847 New
8,847 $482,000

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Iht Wealth Management, LLC Portfolio

Follow Iht 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 Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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