Jupiter Wealth Management LLC J P Morgan Exchange Traded Fd Transaction History

Jupiter Wealth Management LLC

  • $185 Million
  • Q3 2024

A detailed history of Jupiter Wealth Management LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Jupiter Wealth Management LLC holds 52,682 shares of JEPI stock, worth $3.12 Million. This represents 1.7% of its overall portfolio holdings.

Number of Shares
52,682
Previous 44,982 17.12%
Holding current value
$3.12 Million
Previous $2.55 Million 22.99%
% of portfolio
1.7%
Previous 1.2%

Shares

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

Nov 04, 2024
BUY
$54.98 - $59.51 $423,346 - $458,227
7,700 Added 17.12%
52,682 $3.14 Million
Q2 2024

Aug 12, 2024
SELL
$55.45 - $57.39 $3.3 Million - $3.42 Million
-59,531 Reduced 56.96%
44,982 $2.55 Million
Q1 2024

May 09, 2024
SELL
$54.75 - $57.86 $102,054 - $107,851
-1,864 Reduced 1.75%
104,513 $6.05 Million
Q4 2023

Feb 07, 2024
BUY
$51.51 - $55.33 $100,186 - $107,616
1,945 Added 1.86%
106,377 $5.85 Million
Q3 2023

Nov 13, 2023
BUY
$53.5 - $55.92 $5.59 Million - $5.84 Million
104,432 New
104,432 $5.59 Million

Others Institutions Holding JEPI

# of Institutions
1,302
Shares Held
301M
Call Options Held
284K
Put Options Held
338K
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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