A detailed history of Janiczek Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Janiczek Wealth Management, LLC holds 1,570 shares of JEPI stock, worth $95,267. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,570
Previous 1,570 -0.0%
Holding current value
$95,267
Previous $90,000 2.22%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024

BUY
$54.75 - $57.86 $492 - $520
9 Added 0.58%
1,570 $90,000
Q4 2023

Jan 26, 2024

BUY
$51.51 - $55.33 $51,149 - $54,942
993 Added 174.82%
1,561 $85,000
Q3 2023

Oct 13, 2023

BUY
$53.5 - $55.92 $30,388 - $31,762
568 New
568 $30,000

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Janiczek Wealth Management, LLC Portfolio

Follow Janiczek Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Janiczek Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Janiczek Wealth Management, LLC with notifications on news.