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

Iht Wealth Management, LLC

$2.59 Billion
Q1 2024

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 45,018 shares of JEPI stock, worth $2.55 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

45,018

Previous 36,528 23.24%

Holding current value

$2.55 Million

Previous $2.01 Million 29.68%

% of portfolio

0.1%

Previous 0.09%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$53.56 - $56.78 $473,845 - $502,332	8,847 New	8,847 $482,000

Others Institutions Holding JEPI

# of Institutions

1,088

Shares Held

272M

Call Options Held

311K

Put Options Held

428K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

Track This Portfolio

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.

Account

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