Institute For Wealth Management, Llc. J P Morgan Exchange Traded Fd Transaction History

Institute For Wealth Management, Llc.

  • $781 Million
  • Q3 2024

A detailed history of Institute For Wealth Management, Llc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 23,317 shares of JEPI stock, worth $1.37 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
23,317
Previous 23,898 2.43%
Holding current value
$1.37 Million
Previous $1.35 Million 2.44%
% of portfolio
0.18%
Previous 0.18%

Shares

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

Nov 12, 2024
SELL
$54.98 - $59.51 $31,943 - $34,575
-581 Reduced 2.43%
23,317 $1.39 Million
Q2 2024

Jul 25, 2024
SELL
$55.45 - $57.39 $30,497 - $31,564
-550 Reduced 2.25%
23,898 $1.35 Million
Q1 2024

Apr 30, 2024
SELL
$54.75 - $57.86 $168,356 - $177,919
-3,075 Reduced 11.17%
24,448 $1.41 Million
Q4 2023

Jan 31, 2024
BUY
$51.51 - $55.33 $136,656 - $146,790
2,653 Added 10.67%
27,523 $1.51 Million
Q3 2023

Oct 13, 2023
BUY
$53.5 - $55.92 $34,828 - $36,403
651 Added 2.69%
24,870 $1.33 Million
Q2 2023

Jul 25, 2023
BUY
$53.85 - $55.4 $48,195 - $49,583
895 Added 3.84%
24,219 $1.34 Million
Q1 2023

Apr 20, 2023
BUY
$52.13 - $55.7 $847,998 - $906,071
16,267 Added 230.51%
23,324 $1.27 Million
Q4 2022

Feb 02, 2023
BUY
$50.88 - $56.78 $359,060 - $400,696
7,057 New
7,057 $384,000

Others Institutions Holding JEPI

# of Institutions
1,170
Shares Held
280M
Call Options Held
307K
Put Options Held
341K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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