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

Iron Horse Wealth Management, LLC

  • $270 Million
  • Q3 2024

A detailed history of Iron Horse Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Iron Horse Wealth Management, LLC holds 269,263 shares of JEPI stock, worth $16.2 Million. This represents 5.93% of its overall portfolio holdings.

Number of Shares
269,263
Previous 255,053 5.57%
Holding current value
$16.2 Million
Previous $14.5 Million 10.84%
% of portfolio
5.93%
Previous 6.01%

Shares

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

Oct 22, 2024
BUY
$54.98 - $59.51 $781,265 - $845,637
14,210 Added 5.57%
269,263 $16 Million
Q2 2024

Jul 22, 2024
BUY
$55.45 - $57.39 $506,258 - $523,970
9,130 Added 3.71%
255,053 $14.5 Million
Q1 2024

Apr 17, 2024
BUY
$54.75 - $57.86 $1.01 Million - $1.07 Million
18,436 Added 8.1%
245,923 $14.2 Million
Q4 2023

Jan 22, 2024
BUY
$51.51 - $55.33 $580,414 - $623,458
11,268 Added 5.21%
227,487 $12.5 Million
Q3 2023

Oct 18, 2023
BUY
$53.5 - $55.92 $260,491 - $272,274
4,869 Added 2.3%
216,219 $11.6 Million
Q2 2023

Aug 01, 2023
BUY
$53.85 - $55.4 $11.3 Million - $11.6 Million
209,592 Added 11922.18%
211,350 $11.7 Million
Q1 2023

May 01, 2023
BUY
$52.13 - $55.7 $15,117 - $16,153
290 Added 19.75%
1,758 $95,000
Q4 2022

Jan 19, 2023
BUY
$50.88 - $56.78 $74,691 - $83,353
1,468 New
1,468 $80,000

Others Institutions Holding JEPI

# of Institutions
1,166
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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