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

Institute For Wealth Management, Llc.

$788 Million
Q4 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 24,560 shares of JEPI stock, worth $1.44 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

24,560

Previous 23,317 5.33%

Holding current value

$1.44 Million

Previous $1.39 Million 1.8%

% of portfolio

0.18%

Previous 0.18%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$57.53 - $60.83 $71,509 - $75,611	1,243 Added 5.33%	24,560 $1.41 Million
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

1,234

Shares Held

290M

Call Options Held

307K

Put Options Held

344K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

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