Maia Wealth LLC J P Morgan Exchange Traded Fd Transaction History

Maia Wealth LLC

  • $465 Billion
  • Q4 2024

A detailed history of Maia Wealth LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Maia Wealth LLC holds 43,309 shares of JEPI stock, worth $2.55 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
43,309
Previous 33,123 30.75%
Holding current value
$2.55 Million
Previous $1.97 Billion 30.53%
% of portfolio
0.55%
Previous 0.49%

Shares

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

Feb 05, 2025
BUY
$57.53 - $60.83 $586,000 - $619,614
10,186 Added 30.75%
43,309 $2.57 Billion
Q3 2024

Oct 30, 2024
BUY
$54.98 - $59.51 $18,473 - $19,995
336 Added 1.02%
33,123 $1.97 Billion
Q2 2024

Jul 16, 2024
BUY
$55.45 - $57.39 $1.2 Million - $1.24 Million
21,571 Added 192.32%
32,787 $1.86 Billion
Q4 2023

Feb 13, 2024
BUY
$51.51 - $55.33 $577,736 - $620,581
11,216 New
11,216 $617 Million

Others Institutions Holding JEPI

# of Institutions
1,245
Shares Held
290M
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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