Maia Wealth LLC J P Morgan Exchange Traded Fd Transaction History

Maia Wealth LLC

  • $405 Billion
  • Q3 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 33,123 shares of JEPI stock, worth $1.94 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
33,123
Previous 32,787 1.02%
Holding current value
$1.94 Million
Previous $1.86 Billion 5.52%
% of portfolio
0.49%
Previous 0.56%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,139
Shares Held
271M
Call Options Held
283K
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
Track This Portfolio

Track Maia Wealth LLC Portfolio

Follow Maia Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Maia Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Maia Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email