Landmark Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History

Landmark Wealth Management, LLC

  • $226 Million
  • Q4 2024

A detailed history of Landmark Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Landmark Wealth Management, LLC holds 3,833 shares of JEPI stock, worth $226,032. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,833
Previous 3,648 5.07%
Holding current value
$226,032
Previous $217,000 1.84%
% of portfolio
0.1%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$57.53 - $60.83 $10,643 - $11,253
185 Added 5.07%
3,833 $221,000
Q3 2024

Oct 30, 2024
BUY
$54.98 - $59.51 $2,749 - $2,975
50 Added 1.39%
3,648 $217,000
Q2 2024

Jul 25, 2024
BUY
$55.45 - $57.39 $199,509 - $206,489
3,598 New
3,598 $204,000

Others Institutions Holding JEPI

# of Institutions
1,219
Shares Held
284M
Call Options Held
307K
Put Options Held
344K
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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