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

Johnson & White Wealth Management, LLC

  • $178 Million
  • Q1 2025

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 7,499 shares of JEPI stock, worth $420,618. This represents 0.24% of its overall portfolio holdings.

Number of Shares
7,499
Previous 6,325 18.56%
Holding current value
$420,618
Previous $364,000 17.58%
% of portfolio
0.24%
Previous 0.22%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
BUY
$56.17 - $59.71 $65,943 - $70,099
1,174 Added 18.56%
7,499 $428,000
Q4 2024

Jan 13, 2025
SELL
$57.53 - $60.83 $39,177 - $41,425
-681 Reduced 9.72%
6,325 $364,000
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
1,368
Shares Held
334M
Call Options Held
511K
Put Options Held
363K
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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