Keystone Wealth Services, LLC J P Morgan Exchange Traded Fd Transaction History

Keystone Wealth Services, LLC

  • $284 Million
  • Q1 2024

A detailed history of Keystone Wealth Services, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 4,415 shares of JEPI stock, worth $247,813. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,415
Previous 4,035 9.42%
Holding current value
$247,813
Previous $221,000 15.38%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Apr 12, 2024
BUY
$54.75 - $57.86 $20,805 - $21,986
380 Added 9.42%
4,415 $255,000
Q4 2023

Jan 17, 2024
BUY
$51.51 - $55.33 $14,525 - $15,603
282 Added 7.51%
4,035 $221,000
Q3 2023

Oct 05, 2023
BUY
$53.5 - $55.92 $200,785 - $209,867
3,753 New
3,753 $201,000

Others Institutions Holding JEPI

# of Institutions
1,092
Shares Held
272M
Call Options Held
311K
Put Options Held
428K
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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