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 41,630 shares of JEPI stock, worth $2.43 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
41,630
Previous 45,018 7.53%
Holding current value
$2.43 Million
Previous $2.6 Million 9.41%
% of portfolio
0.09%
Previous 0.1%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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