Johnson & White Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History

Johnson & White Wealth Management, LLC

  • $116 Million
  • Q3 2024

A detailed history of Johnson & White Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Johnson & White Wealth Management, LLC holds 7,006 shares of JEPI stock, worth $402,774. This represents 0.36% of its overall portfolio holdings.

Number of Shares
7,006
Previous 7,002 0.06%
Holding current value
$402,774
Previous $397,000 5.04%
% of portfolio
0.36%
Previous 0.38%

Shares

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

Oct 03, 2024
BUY
$54.98 - $59.51 $219 - $238
4 Added 0.06%
7,006 $417,000
Q2 2024

Jul 19, 2024
BUY
$55.45 - $57.39 $388,260 - $401,844
7,002 New
7,002 $397,000

Others Institutions Holding JEPI

# of Institutions
1,172
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
Track This Portfolio

Track Johnson & White Wealth Management, LLC Portfolio

Follow Johnson & White 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 Johnson & White Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Johnson & White Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email