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 $3.07 Million. This represents 1.7% of its overall portfolio holdings.

Number of Shares

52,682

Previous 44,982 17.12%

Holding current value

$3.07 Million

Previous $2.55 Million 22.99%

% of portfolio

1.7%

Previous 1.2%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,170

Shares Held

280M

Call Options Held

307K

Put Options Held

341K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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